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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

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


Investor Complaint Process


Published List of Disciplined Designees