Behavioral Financial Advice Program
By earning the BFA designation, you'll deepen your relationship with clients, improve their decision-making and help them reach their financial goals.
BFA Program Overview
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.Â
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.Â
Download the Course Overview Document
Interested in Behavioral Finanical Advice, but not quite ready to take the leap? Take a look at the course overview and see if BFA is right for you!Â
Continuing Education for Your BFA Certification
Already enrolled in the BFA program or carrying the BFA designation? Check on your CE credits to make sure you’re on track!
Learn more about how BFA can help you in your role
New Advisors
The BFA equips you with the confidence to start meaningful conversations right away by focusing on the behaviors and emotions driving client decisions. It helps you stand out early by creating deeper, more engaging client interactions.
Veteran Advisors
The BFA helps you keep client conversations fresh and relevant. Bringing new topics into your conversations. It equips you with tools to navigate behavior and decision-making so you can continually bring fresh value to long-term clients.
Coaches
The BFA gives you a framework to help advisors create new, more impactful conversations with clients that go beyond numbers. It allows you to coach advisors in keeping interactions engaging, relevant, and aligned with what clients value most.
Praise From Financial Professionals
I found the Behavioral Financial Advice program to be extremely beneficial. The concepts and tools presented throughout the course are vital to helping clients navigate the difficult process of achieving their financial goals. The skills that are developed in this program are the types of skills that separate great advisers from simply adequate ones.
The course is well worthwhile in helping advisors understand how to connect with clients beyond investment acumen by focusing on client behaviors and their alignment to their goals and values.
After going through the BFA Course, I can now speak to clients with a clarity that I had struggled with for years.
How Do You Like to Learn?
Self-Directed
- Flexible, Self-Paced Course
- 20.5 CFP CE Credits
- Includes BFA Exam & Community access
Supported
- Unlimited Course Access
- Activation Tools
- Includes BFA Exam Prep
Structured
- Everything Included in Supported
- Live Classroom Sessions
- Ticket to Evolve
Go Deeper Into Behavioral Financial Advice
Inspiring Confidence in Others With Ameriprise Financial’s Bill Williams
The Certainty Of Uncertainty
Begin the journey to your ideal self, today.
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