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ABFPSM Designation
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Top Benefits of Earning the ABFPSM Designation

Master behavioral finance soft skills critical to deepening client relationships. 

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The First Advisor-Focused Behavioral Finance Designation

The ABFPSM program brings together comprehensive research and trends from leaders and experts in the area of behavioral finance and hands-on practice of knowledge. As the first advisor-focused behavioral finance designation from an accredited college or university, financial professionals gain a mastery of behavioral finance soft skills only available through the ABFPSM program.

Skills You Can Apply With Clients From Day One

Interactive, in-classroom activities allow you to start applying your new skills with existing clients right from the start of the program. You’ll be able to apply behavioral concepts in client interactions, enhancing the financial planning advice you provide and deepening your client relationships.

Tangible Career Benefits

Behavioral finance training results in tangible career benefits.*

  • 79% of financial professionals who have received behavioral finance training said it resulted in better client relationships
  • 75% said it resulted in better client reception of their planning and
  • 22% said it resulted in more clients

Stackable Credits:

ABFPSM designees earn direct credit for one elective course in our Master of Science Degree in Personal Financial Planning. This allows you to save both time and money should you decide to pursue your master’s degree.  

Fulfill Continuing Education Requirements

 

For CFP® professionals who must complete continuing education requirements as part of certification renewal, ABFPSM program completion fulfills 28 hours of continuing education.

If you currently hold a professional designation from the College, completion of a new professional designation program fulfills 16 hours of continuing education as part of the renewal of your current designation. 

 

 

*Based on an online survey of 5 questions that inquired about financial professionals' views on behavioral finance. The online survey was fielded October 21 to November 4, 2020 to 9,130 graduates and students of the College for Financial Planning®, a Kaplan company's CFP® certification and professional designation education programs who were students during the time period of October 2018 to October 2020. 507 respondents completed the survey.