Benefits of Behavioral Financial Advice Certificate

Whether you're considering a career in the industry or you've been in financial planning for years, there are countless reasons to advance your career. Check out the biggest incentives below.

Valued advisors motivate their clients to act in a manner consistent with the goals identified in the financial plan. Behavioral financial advice training differentiates you from other advisors in the marketplace, as you will be able to guide your clients to keep their emotions out of their decision-making process.

Did you know that 92% of financial advisors say that referrals from current clients are their best source of business?* Valued advisors are the kind of advisors that clients refer to their colleagues, friends, and family.

At this time, you can still count on Kaplan Financial Education and think2perform® for behavioral financial advice training. Current students should continue to log into their coursework at with the login button at the top right of the screen.

Elevate your role with clients by establishing yourself as a trusted, highly valued partner. The Behavioral Financial Advice program, developed by Kaplan and think2perform®, provides training that deepens client relationships through professional and personal financial planning consultation.

This program will help you mentor and coach your clients in their financial decisions, transition to advice-based fees, and offer a holistic approach to strengthen the advisor-client relationship.

Using an integrated approach founded on self-awareness, we demonstrate how traditional finance practices are influenced by psychology and neuroscience. The Behavioral Financial Advice program improves emotional competencies and decision-making behavior to increase the usage of the financial plan for you and your clients.

“An excellent way to uniquely separate yourself from the sea of advisors while, most importantly, adding value to the client relationship.”

- S. Finkelstein