Where Elite Financial Professionals Go Beyond Advice
You're not just here to help people with their money.
You're here to transform lives.
The Executive Circle is a private, high-level membership designed exclusively for financial professionals who want to master the psychology of money, deepen client relationships, and elevate their impact.
Inside the Executive Circle, You’ll Get:
✅ 2x Month Live Trainings with Dr. Brad Klontz & Dr. Ted Klontz
Get insider access to one of the world’s top financial psychologists. Discover cutting-edge research and real-world applications to shift client behavior and drive results.
✅ A Private Community of Like-Minded Experts
Connect with a curated group of top-tier advisors and coaches who are redefining what it means to be client-centric.
✅ Exclusive Facebook Group
Connect with other financial psychology thought leaders and practitioners.
✅ Continuing Education
Continuing Education credits available for Certified Financial Behavior Specialists® (FBS®), Certified Financial Therapists (CFT™) & Accredited Financial Counselors® (AFC®).
✅ Bonus Resources
Unlock a growing vault of trainings and behind-the-scenes strategies you can use immediately in your practice.
This is not just a membership.
It’s a movement for professionals who believe that true financial planning starts with the brain, not the balance sheet.
🔒 Join Now and Start Transforming the Way You Work
$125/month
What Members Are Saying
“Brad & Ted Klontz are skilled facilitators who keep things interesting and fun. With science continuously evolving, I lean on the Financial Psychology Institute and being a member of the Executive Circle to stay on top of the latest research in financial psychology and for continuing education as a Certified Financial Behavior Specialist®." - Julie F., Executive Circle Member
“Ted & Brad Klontz of the Financial Psychology Institute have a truly unique mix of heart and mind in all of their offerings. As a member of the Executive Circle I get access to the latest Financial Psychology research and insights, as well as ways to apply them day to day. In addition, there are always thoughtful ways to see the bigger picture of what it means to be human and navigate money and wealth. I am grateful for this group and always look forward to logging into the calls.” - Amee E., Executive Circle Member
Have questions? Reach out to [email protected] and we’ll be happy to help.
NOTE: Your card will be charged immediately after purchase and on a monthly interval thereafter. You are free to cancel at anytime.