The Ultimate BFA Experience


Behavioral Financial Advice is the new way of doing business. It enhances the advisor – client relationship. This is achieved through self-study, self-paced coursework delivered online. Throughout the coursework you will gain a deeper understanding of the gap between investment performance and client behavior by empowering you to guide your clients in the face of competing and difficult to deal with emotions. It is common for financial professionals like to take on this content for themselves improving their own decision-making.

By completing this course you will:

  1. Have a better understanding of the impact emotions and stress have on client behavior.
  2. Discover new ways to enhance your value proposition.

Included in this experience is:

  • Access to the BFA Coursework & BFA Designation Exam
  • Leveraging Your Financial Intelligence: At the Intersection of Money, Health, and Happiness
  • Deck of Values Cards
  • CFP CE 20.5 credits
  • One month of BFA Coaching – Connect with a BFA Expert to deepen your knowledge and skill.
  • BFA Exam Prep – 1 hour session to review and prepare for the BFA Designation Exam with BFA Expert.
  • BFA Value Package includes conversational guides on how to introduce, position and execute key BFA tools and concepts. Includes:
      • Scripting
      • Guides
      • Client Deliverables