Apply Skills That Strengthen Client Relationships
Through understanding the psychology of investor behaviors, you will understand what drives the markets and investors' motivations and decision-making behaviors to better inform your relationships with clients. You’ll be able to apply behavioral concepts in client interactions, enhancing the financial planning advice you provide and deepening your client relationships.
Greater Confidence with Client:
79% of professionals surveyed with specialized financial designations such as the ABFP® designation are more confident in speaking with clients after earning their most recent financial credential.
Stackable Credits:
ABFP® designees earn direct credit for one elective course in our Master of Science Degree in Personal Financial Planning. This allows you to save both time and money should you decide to pursue your master’s degree.
Fulfill Continuing Education Requirements
For CFP® professionals who must complete continuing education requirements as part of certification renewal, ABFP® program completion fulfills 28 hours of continuing education.
If you currently hold a professional designation from the College, completion of a new professional designation program fulfills 16 hours of continuing education as part of the renewal of your current designation.
Importance of Seeing Money Behaviors Through Clients' Eyes
A graduate of the College's Accredited Behavioral Finance ProfessionalSM program shares how knowledge and skills in behavioral finance helps financial advisors become better in effectively counseling clients.