Behavioral Financial Advice Program (BFA)


Investments work, investors don’t.This issue is behavioral. In this coursework you will learn how to develop differentiating skills and break the old habits that lead to poor decision-making. By developing these skills you will not only differentiate yourself in the market but also help you and your clients make smart, values-based decisions with and about money.

Included in this product is the Behavioral Financial Advice Course and the BFA Designation Exam.