Deepen your client relationships.
Increase production and elevate your role with clients using Behavioral Financial Advice that goes beyond a product focus to effectively influence the spending and saving behavior of your clients – the most important factor in portfolio growth.
think2perform's 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.
Our two-course online program delivers results:
- 97% of advisors report think2perform's BFA program increased their production.
- 73.1% of advisors report think2perform's BFA program increased their client acquisition.
Program attributes include:
- Time commitment is 20-30 hours.
- Interactive exercises, videos and case studies.
- Eligible for 20.5 CFP CE credits upon completion.
- Access to asynchronous course.
- BFA designation requires 20 BFA CE credits every two years with $99 renewal fee. BFA CE can be accrued participating in other designation CE in addition to think2perform sponsored content.
Become a more trusted, highly valued partner to your clients. Register today and earn up to 20 CE credits.*