Pricing Options
Used by financial planners, therapists, and coaches worldwide to understand the psychology behind money behaviors.
Professional Print Edition
$597
PER YEAR
Assessment booklets
Manual scoring
Klontz Money Script Inventory - Revised (KMSI-R)
Klontz Money Behavior Inventory (KMBI)
Financial Health Scale (FHS)
Digital Practitioner Platform
$1,368
PER YEAR
Professional Print Edition + Digital Assessment Delivery
Automated scoring + Emailed Results
White labeling
CRM + marketing tools
FREE 7-day trial
The Designated Money Scripts® Practitioner badge signifies that the holder is officially authorized to administer the Financial Psychology Assessments developed by Dr. Brad Klontz. Issued by the Financial Psychology Institute®, this designation identifies professionals who are integrating evidence-based financial psychology tools into their client work.
Practitioners who display this badge are committed to understanding the powerful role money beliefs play in financial behavior and outcomes. This designation signals credibility, professionalism, and alignment with research-backed methods designed to uncover the psychological drivers behind financial decision-making.
The Missing Piece in Financial Advice Most Professionals Overlook
Two clients can earn the same income, receive the same financial advice, and still end up with completely different financial outcomes.
Why?
Because financial decisions are rarely driven by math.
They’re driven by psychology.
The way people think about money, feel about money, and behave with money often determines their financial results far more than income, education, or financial knowledge alone.
Yet most financial professionals are trained to focus almost entirely on numbers.
That means many of the real forces driving financial behavior remain invisible.
Until now.
A Data-Driven Way to Understand What’s Really Driving Client Behavior
Financial psychology research has identified measurable patterns in the way people relate to money.
These patterns influence everything from:
• Spending habits
• Risk tolerance
• Saving behavior
• Financial stress
• Income potential
• Long-term wealth outcomes
When these psychological drivers go unrecognized, advisors are often left trying to solve behavioral problems with financial strategies alone.
But when you can clearly identify these patterns, your conversations with clients become far more productive—and far more transformational.
Introducing the Financial Psychology Assessments
These research-based tools provide a powerful window into the beliefs, behaviors, and emotional patterns shaping your clients’ financial decisions:
- Klontz Money Script Inventory-Revised (KMSI-R)
- Klontz Money Behavior Inventory (KMBI)
- Financial Health Scale (FHS)
Instead of guessing what’s holding clients back, you can uncover the underlying Money Scripts®, behavioral tendencies, and psychological influences affecting their financial outcomes.
Professionals using these assessments are able to:
• Uncover hidden money beliefs influencing decisions
• Identify behavioral strengths and risk factors
• Personalize financial recommendations
• Deepen trust and engagement with clients
• Differentiate their services with research-backed tools
Transform the Way You Work With Clients
When you integrate financial psychology into your process, financial planning becomes more than just numbers.
It becomes a deeper conversation about behavior, beliefs, and lasting change.
The result is greater clarity for your clients—and a more meaningful impact in the work you do.
Discover How It Works
Learn how these assessments can help you uncover the psychological drivers behind financial behavior and create more transformational outcomes for the people you serve.
Click below to explore the full details.
