(PRE-ORDER) New Behavioral Financial Advice Coursework


Elevate your role with clients beyond pitching products to influencing their spending and saving behavior – the most important factor in portfolio growth. Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan for you and your clients

Launching June 30th: The new BFA coursework is designed to be more approachable and applicable, giving learners real-world application for behavioral advice. The coursework is 20 hours of content, with various videos, activities, and practice! Sign up today to receive an early price on the coursework!