$1,799.00 USD

Start your Journey to Becoming a Financial Behavior Planning Specialist™

Lets Get Started! 

It is time to take the first step towards:

  • Developing your values statement
  • Determining your core competencies
  • Learning communication techniques to connect with your clients
  • Become familiar with the 8 key client personality profiles
  • Determine which personality profiles are the best fit for your practice
  • Develop a marketing strategy for communicating with your ideal clients
  • Integrate financial planning into your practice
  • GROW YOUR CLIENT BASE AND REVENUE! 

Lifetime access to the course content. 

What People Are Saying:

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

Hannah, Plattsburgh, NY

This course is comprehensive, engaging, and unique. Rather than focusing on the technical aspects of financial planning, the course helped me explore values, beliefs, and habits around money. I was able to identify many of my current and past clients using the personalities presented, opening my mind to planning strategies I had never considered prior to gaining this deep understanding of their individual personalities. The FBPS course will truly transform the way you communicate with your clients and improve the way you plan.

Chelsea, Oceanside, CA

The Financial Planning Behavior Specialist program has helped me evaluate both my practice and my own behaviors. 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, Atlanta, GA

The Financial Behavior Planning Specialist course took my planning process of delivering high-quality service to a new level. My overall communication with my clients has improved significantly by integrating this into my practice. I'd highly recommend this course for advisors at any point in their career, but particularly for ones who are looking to improve trust and build stronger relationships with their clients to get more referrals and acquire more assets under management!

Leah, Riverside, CA

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