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.
The Financial Psychology Institute® is a CFP Board CE Sponsor and offers on-line Continuing Education programs.
The Certified Financial Behavior Specialist® (FBS®) designation is a professional certification mark for financial professionals providing financial consulting services conferred by the Financial Psychology Institute®.
Find a Certified Financial Behavior Specialist® (FBS®).
Creating safe places for the LGBTQIA+ community and allies to find affirming advisors who can help them achieve their financial goals. Certificate has been approved for 1 CEU by the CFP Board.