Financial Psychology Institute®
OUR MISSION: To increase the understanding of how psychological factors impact financial behaviors, establish evidenced-based practices for improving clients’ financial health, and train financial and mental health professionals to work more effectively with clients.
OUR SERVICES: We provide professional coaching and educational services in the fields of financial psychology and financial planning to financial professionals, therapists, and coaches.
CONTINUING EDUCATION
The Financial Psychology Institute® is a CFP Board CE Sponsor and offers on-line Continuing Education programs.
PROFESSIONAL DESIGNATION
The Certified Financial Behavior Specialist® (FBS®) designation is a professional certification mark for financial professionals providing financial consulting services conferred by FPI.
Find a FBS®
Looking to find a Certified Financial Behavior Specialist® (FBS®) in your area?
PFP Specialist Badge
Equipping financial professionals with knowledge and tools to better understand, engage, and serve a broad range of clients. This program has been approved for 9 CEUs by the CFP® Board.
Affirming Advisor
Creating safe places for the LGBTQIA+ community and allies to find affirming advisors who can help them achieve their financial goals. This program has been approved for 1 CEU by the CFP Board.
Designated Money Scripts® Practitioner
Signifies that a professional is authorized to use the Financial Psychology Institute's® Financial Psychology Assessments.
