Crash courses in BeFi

Financial advisers who want to learn more about behavioral finance and how behavioral coaching can add value to client relationships should consider educating themselves on the topic. Here are a few ways to get up to speed:

• Kaplan Financial and Think2Perform offer an online course program dubbed “Behavioral Financial Advice.” The two-course package, priced at $895, “is designed to train, develop, and improve the moral and emotional competencies necessary to help you, as well as your clients, make better decisions throughout the financial planning process.”

After the successful completion of this online program and passing a
certification exam, you will receive the BFA (Behavioral Financial Advisor)
designation.

For more information, go to:
https://portal.kupace.com/learn/think2perform

• The Investments & Wealth Institute, which held its 1^st Annual Behavioral Advisor Forum in 2019, is planning its 2^nd annual event on Sept. 10-11, 2020, in San Francisco. The two-day conference is for “advisers who wish to incorporate the latest research and best practices in the field of behavioral science.” Regular priced-packages range from $895 for IWI members to $1,345 for nonmembers.

For more information, go to:
https://investmentsandwealth.org/conferences/2020/2020-behavioral-
advisor-forum/registration-en

• The IWI also offers a course, “Applied Behavioral Finance,” which “gives advisers the tools to understand and properly navigate their clients’ roller coaster of emotions and unspoken biases toward investing, as well as their own.”

For more information, go to: https://investmentsandwealth.org/abf

• Duke University offers a three-week online “Behavioral Finance” course taught by Emma Rasiel, associate chair and professor at Duke.

For more information, go to:  https://www.coursera.org/learn/duke-
behavioral-finance#instructors