$799.00 USD

TERMS

  1. You will not share your login information nor materials obtained from the Academy with anyone else (even a business partner).
  2. If a business partner or others in your office would like to learn these concepts and use the tools, they must sign up for the Academy individually.
  3. You must obtain a 70% score on each quiz to move onto the next section.
  4. You will have 90 days to complete the Academy. If you need more time, you may purchase a 30-day extension for $200.

Academy - Full Access

Behavioral finance training for advisors focused on guiding clients through uncertainty, volatility, and emotionally driven decisions.

 

FULL ACCESS INCLUDES:

  • Complete access to all 49 Behavioral Advisor Academy lessons

  • Practical behavioral finance frameworks for real client conversations (22 real-life scripts)

  • Client-ready tools you can immediately apply in your practice (7 downloadable tools)

  • Behavioral coaching strategies for volatile markets and emotional decision making

  • 13 CE credits upon completion (CFP, CIMA, CPWA)

     

WHO IS THIS FOR:

  • Advisors who want to move beyond theory and apply behavioral finance

  • Advisors who want better language for difficult client conversations

  • Advisors who want to differentiate themselves as a true decision coach

 

WHAT TO EXPECT:

  • Full Academy Access gives you the complete behavioral finance framework.

  • Anticipate emotional reactions and guide better decisions.

  • Lots of applications and client-facing tools, not just theory.

  • Self-paced program designed to fit into a busy advisor schedule. 90 days to complete.

  • Immediate access. No ongoing subscription. One time enrollment.