As a financial professional, you can elevate your role with clients beyond pitching products to influence their spending and saving behavior — the most important factor in portfolio growth. This is more important than ever, as clients increasingly look for advisers who will be real with them, not just try to sell them the latest products.

One of the most powerful ways to be real with your clients is through behavioral financial advice — the practice of integrating traditional finance practices with psychology and neuroscience to improve the emotional competence and decision-making behavior of your clients, resulting in effective usage of the financial plan for you and your clients. 

Think2perform’s Behavioral Finance Advice program has helped countless financial professionals deepen their relationships with clients. 97% of financial professionals report Behavioral Financial Advice has increased their production with increases up to 30%. We’ve recently revamped our original program to not only focus on self-management but also to share more practical applications of the behavioral advice concepts. 

This self-directed course, which takes 20 to 30 hours to complete, includes a mix of interactive exercises, videos and case studies. By completing the BFA program, CFPs are awarded 20.5 CFP CE credits. To keep your skillset evergreen, the BFA designation requires 20 BFA CE credits every two years and a $99 renewal fee. These BFA CE credits can be accrued by participating in other designation CE, as well as think2perform-sponsored content.