BFA- Advanced Package


The BFA Advanced Package is gets all of the benefits of the Foundational package and provides a structured learning experience to be able to get the designation and a ticket to the 2024 Evolve conference in Minneapolis.


Program Attributes:

  • Interactive exercise, videos and case studies
  • CFP CE: 20.5
  • Leveraging Your Financial Intelligence: At the Intersectionof Money, Health, and Happiness
  • Deck of Values Cards
  • Hybrid delivery (asynchronous and classroom)
  • Access is unlimited
  • 2024 Evolve Conference ticket

You also get access to implementation resources:

  • BFA Exam Prep
  • BFA Values Scripting
  • BFA 1x Month Coaching
  • Alignment Model Script
  • 4 R’s Script
  • Values Card Guide