Founded to bridge the gap between financial knowledge and client behavior, the Financial Behavior Institute equips financial planners, therapists, and coaches with specialized skills. Its primary offering is the Certified Behavioral Financial Professional™ (CBFP™) designation, which provides professionals with the tools to understand the psychological, emotional, and behavioral aspects of financial decision-making, ultimately helping them serve their clients more effectively. The institute focuses on education and professional development rather than direct-to-consumer financial services.

Founded in

United States