Welcome to the Financial Behavior Institute!

At the Financial Behavior Institute, we offer programs dedicated to educating and empowering financial advisors to better serve their clients through an understanding of behavioral finance.

Our team of experts includes Certified Financial Planners and experienced financial advisor trainers who have a wealth of experience in the industry. We understand the challenges that financial advisors face in today's market and we are committed to providing the knowledge and tools needed to help them succeed.

We believe that financial success is not just about numbers and investments, it's also about understanding our clients’ behavior towards money. We use behavioral finance to help financial advisors understand how their clients’ emotions and behaviors can impact their financial decisions. We explore how to  communicate with clients with different priorities while helping them develop better habits.

Our training program is designed to equip financial advisors with the knowledge and skills needed to effectively integrate behavioral finance into their practice.

We offer certification programs, community connection and one-on-one coaching to help advisors become more successful while building strong, lasting relationships with their clients.  We also provide ongoing support and resources to help financial advisors stay up-to-date on the latest developments in the field.

At the Financial Behavior Institute, we're committed to helping financial advisors deliver better service and results for their clients. We invite you to explore our website to learn more about our training program and how we can help you enhance your practice.

Thank you for considering the Financial Behavior Institute. We look forward to working with you!