Kaplan University School of Professional and Continuing Education Kaplan University School of Professional and Continuing Education

Benefits of Behavioral Financial Advice

Benefits of Behavioral Financial Advice

Why Pursue Behavioral Financial Advice from Kaplan and think2perform

Why should I take Behavioral Financial Advice?

The role of financial advisors is changing from planning and transactions to behavioral coach. A valued advisor motivates clients to act in a manner consistent with the goals defined in their financial plan. By providing accountability and aiding clients in emotion management, you can set the stage for financial success and security.

As business models shift from product compensation to advice compensation, financial advisors trained in behavioral finance possess a compelling value proposition. Skills learned in a behavioral financial advice program will assist you in transitioning to advice-based fees by offering a holistic approach that effectively influences investor behavior and strengthens your advisor-client relationship.

In light of the uncertainty of the DOL Fiduciary Standard Rule, the BFA program makes solid business sense. This valuable training supports advisor compliance and helps drive business results. While products and investments are important, effective behavioral use of products is even more important. Ensure you’re equipped to best handle the new ruling by holding an advanced designation like the BFA. Show your clients you’re compliant and looking out for their best interests.

Don't take our word for it.

Hear from Kaplan BFA students on how the program has enriched their practice. 

An excellent way to uniquely separate yourself from the sea of advisors while, most importantly, adding value to the client relationship.
S. Finkelstein
This course not only helped me better understand my own reactions...but it also shed light on why clients may react in certain ways. Completion of this course has not only helped me personally, but it better positions me as a trusted advisor because I can now help clients understand why they may feel a certain way in the wake of a financial decision.
C. Durden
I want to be different than the advisors down the street. I want to provide real value. I believe the principles of BFA help me do this and am excited about incorporating this into my life and practice.
E. Johnson
This course will give you the necessary tools to effectively communicate to clients based on the Alignment Model, the certainty of uncertainty, and the SMART money philosophy. Clients are looking for this exact advice, and I'm glad I found a course that provided exactly what I needed.
B. Fruit