Self-Directed BFA Package – For Independent Learners Who Want Flexibility
You prefer to learn on your own schedule—and at your own pace. The Self-Directed BFA Package is built for professionals like you: motivated, curious, and looking to expand your behavioral finance toolkit without needing live sessions or scheduled group work.
Why This Package Works for You
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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.
