Skip to main content

For updates and guidance related to COVID-19 / Coronavirus, click here.

Important Disclaimer: FINRA does not approve or endorse any professional credential or designation. Learn More >>

Behavioral Financial Advisor (BFA)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Kaplan Financial Education
Qualification and Educational Requirements


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 and Complaints
Check Designation Status Online

Email [email protected] and request that the designation status of an individual be checked

Investor Complaint Process

Investor complaints can be submitted by email to [email protected]

Published List of Disciplined Designees