Structured Package – For Learners Who Hands-On Guidance for Deeper Mastery
For learners who value structure, guidance, and classroom-style support, the Structured Package builds on everything offered in the Supported Package and adds a more hands-on, instructor-led experience. This format helps you stay accountable and confident as you work toward your BFA designation—and includes a ticket to the 2025 Evolve Conference in Minneapolis for deeper connection and learning.
Why This Package Works for You
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Structured Class and Schedule
Consisting of five facilitated sessions, a think2perform professional will guide you through the BFA curriculum. -
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 -
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:
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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. - Ticket to 2025 Evolve Conference
think2perform’s annual conference designed to accelerate understanding of BFA concepts.
