Enroll to Grow

Your CFP board approved online certification program to: 

Gain loyalty, earn referrals & grow your practice! 

Start your journey

Ready to make a bigger impact with clients while seeing financial growth?


You’re in the right place!

The number one thing attributed to success in the financial industry is connecting and establishing trust with clients.

It's the secret to building a profitable, thriving business without relying on new client seminars or overselling insurance products.

So, why do so many of us struggle to build genuine client connections? 

The answer is simple. We were taught outdated communication methods and approaches that fail and leave us burnt out and working 24/7 just to scrape by. 

At Financial Behavior Institute™, we're here to help you grow by providing practical communication techniques that will transform the way you work with clients. 

We'll show you how to integrate your communication skills with your technical knowledge to gain clients, deepen relationships and retain existing clients. 

You don't have to figure things out alone. Join our certification program to gain game changing skills to grow your business and help more clients succeed!

Enroll to transform your career

A little more about your certification program ...

Flexible online format

Receive a one hour video weekly, for 12 weeks

Shareable certificate

Earn certification upon completion

Earn 8 CFP CE Credits

CFP board approved for continuing education credits

100% Online

Learn on your own schedule

All Financial Advisors & CFPs Welcome

Designed for advisors at any stage of their career who are seeking growth

By the end of your 12 week course,

you'll be able to ...

  • Quickly identify which of the 8 Financial Personality Types each of your clients falls into, and how to connect, communicate and support different personality profiles
  • Have a deep understanding of your clients' fears, motivations and money babits and offer personalized advice that guides towards success
  • Distinguish yourself amongst peers and attract the type of clients you love to work with
  • Establish key practice management tools to help build and grow your practice
  • Display and share your certification with peers, colleagues and clients
  • Earn 8 CFP approved CE credits
  • And, so much more! 

Join us & watch your business grow! 

Enroll in the Financial Behavior Planning Specialist Certification™ course today by choosing the right payment option for you ...

Pay in Full 

Single payment of $1,799


Flexible Payment Plan

3 monthly payments of $619

Program reviews ... 

"I am so enjoying this course - you are leading the industry in engaging clients in a way that truly benefits them and makes the world a better place."

- Hanna (Plattsburgh, NY)

"The FBPS certification has made understanding my clients much simpler. Within minutes, I can identify which personality type my clients and prospects lead with, allowing me to better communicate with them, and address their needs and goals"

- Jenny (Sackets Harbor, NY)

 "The short module format allows me to fit the program into my existing schedule. The workbook really helped me focus on what I'm already doing and what I can do to improve as well as map out a plan to reach my goals more efficiently."

- Rheannon (Altlanta, GA)

Still not sure if you're ready?

Watch this quick video to get a better idea of how this program is transforming the way we work with clients!