Behavioral Financial Advisor (BFA)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Kaplan Financial Education
Qualification and Educational Requirements
Prerequisites None
Education Requirements Completion of 2 courses related to behavioral finance as well as certification exam
Examination Type Course exams and final certification exam (online, timed, proctored)
Continuing Education Requirements 20 hours every two years
Verification, Complaints and Accreditation
Check Professional Status Online Email and request that the designation status of an individual be checked
Investor Complaint Process Investor complaints can be submitted by email to
Published List of Disciplined Designees None
Accredited By None