The Certificate in
Applied Behavioral Finance
Understanding behavioral finance is fast becoming an essential element to being an effective advisor. Making better decisions – and helping clients avoid “decision errors” – adds quantifiable value and differentiation. In fact, numerous studies identify “Behavioral Coaching” as a critical element of an advisor’s value. But no programs actually translate behavioral finance from the science to actual application… UNTIL NOW.
The Certificate in Applied Behavioral Finance combines three key elements that ensure advisors can apply the concepts of behavioral finance.
Knowledge You Can Apply
Differentiate
Differentiate your investment approach with prospects with the ability to deliver the value of behavioral coaching.
COMMUNICATE
Communicate more effectively with current clients on key investment concepts.
ENGAGE
Engage clients in effective decision making by providing the objective research and perspectives they value.
GET STARTED TODAY FOR $995
Enroll online today to develop your ability to be a behavioral coach to clients.
Corporate and volume discounts available.
The Curriculum
The curriculum consists of 7 online modules available 24/7.
15.5 Hours of CFP® Continuing Education
You can complete the program at your own pace, and will have unlimited access to all content.
Engaging Content
Through a blend of videos, interactive experiences and practical exercises, the program will not only keep you engaged, but will also show you how to apply the key skills into your advisory practice.
“Based on a Vanguard study of actual client behavior, …suggests that the discipline and guidance that an advisor might provide through behavioral coaching could be the largest potential value-add of the tools available to advisors. In addition, Vanguard research and other academic studies have concluded that behavioral coaching can add 1% to 2% in net return.”
(Source: “Putting a value on your value: Quantifying Vanguard’s Advisor Alpha®” –
September 2016)
Behavioral Coaching
adds Quantifiable
Value
GET STARTED TODAY FOR $995
Enroll online today to develop your ability to be a behavioral coach to clients.
Corporate and volume discounts available.
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