Financial Behavior Planning Specialist

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Financial Behavior Planning Specialist (FBPS)

Designation Essentials
Status	Currently offered and recognized by the issuing organization
Issuing Organization	Financial Behavior Institute
Qualification and Training Requirements
Prerequisites	Candidates must: hold Series 6 or 7 registration and be registered in their state, which may include holding Series 63 registration.
Designation Training Requirements	12 hours of online instruction
Designation Exam Type	Online, open book exam
Continuing Education Requirements	20 hours every two years
Verification and Complaints
Online Designation Resource	None
Investor Complaint Process	None
Published List of Disciplined Designees	None