Behavioral Financial Advice Bundle

Investments work, investors don’t. This issue is behavioral. In this coursework you will learn how to develop differentiating skills and break the old habits that lead to poor decision-making. By developing these skills you will not only differentiate yourself in the market but also help you and your clients make smart, values-based decisions with and about money.

Included in this product is the Behavioral Financial Advice Course and the BFA Designation Exam

BFA Designation Exam

The BFA Designation Exam is a 3rd party proctored exam. It consists of 100 multiple choice questions with two case studies. To obtain the Behavioral Financial Advisor designation, a 80% passing grade is required.

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Breakthrough Leadership

Breakthrough leaders understand not only how to lead others, but also how to lead themselves. They know that without strong emotional and moral competencies and intelligence that they will not optimally function. And they know that making decisions requires much considered thought. This program is designed for those who want to be active participants in taking their leadership skills to a new level. It’s designed for those who are ready to critically examine their own values and beliefs and learn tools for reframing their thinking on how to make better decisions.


This program contains five self-paced courses that, together, will help make you the breakthrough leader that you deserve to be. The program also includes an in-depth emotional intelligence assessment and coaching consultation with one of our think2perform advisors.


  • Course 1: Self Leadership
  • Course 2: Leading in Alignment
  • Course 3: Emotional Intelligence
  • Course 4: Decision Making
  • Course 5: Goal Setting

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