BFA- Supported Package

Support Package – For Learners Who Want a Confident Path to the BFA Designation

This package is designed for professionals who want more than content—they want clarity, structure, and reassurance as they work toward their BFA designation. If you’re feeling unsure about the exam or how to apply what you learn in practice, you’re not alone—and this package is built to support you every step of the way.

With unlimited access to the coursework, monthly coaching, and focused exam prep tools, you’ll have everything you need to feel ready—not rushed. Our Return and Learn feature makes it easy to revisit key lessons as often as needed. Plus, our Activation Toolkit gives you real scripts, models, and client tools so you can translate what you learn into action.

Why This Package Works for You

• Learn when and how you want
  No required class times. No deadlines beyond your own. Start when you’re ready, pause when needed, and progress on your own terms.

• Complete, on-demand course
  Includes videos, case studies, and interactive exercises that bring behavioral finance concepts to life—available anytime, anywhere.

• 20.5 CFP® Continuing Education credits
  Advance your career and earn CE credit while building real-world skills.

• Copy of Leveraging Your Financial Intelligence: At the Intersection of Money, Health and Happiness 
  Supplemental material used to help you connect money decisions to health and happiness—for yourself and your clients.

• Deck of Values Cards
  A hands-on tool to enhance self-awareness and client conversations.

• Finish in 6–8 weeks (or sooner)
  You’ll have 6 months of access once you begin the course—plenty of time to move through 20–30 hours of content at your own pace.

• Join the BFA Community
  Pass the exam and gain access to an exclusive network of advisors focused on values-based advising.

You’ll Also Get:

• BFA Exam Prep Session
  Spend time with a think2perform professional complete with study material to help you study with confidence

• A 1:1 Coaching Session
  Time with a think2perform professional to support you in implementing BFA concepts into your business.

• Scripts to Accelerate Skills to Support Client Behavior Alignment
  to support you in facilitating, guiding and coaching client decision-making.

• Facilitation Guide for the Values Exercise
  Consists of instructions, what to say, and how to say it when walking an individual through the values exercise.