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Certified Financial Behavior Specialist (FBS)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization Financial Psychology Institute
Qualification and Training Requirements

Candidates must have:

  • bachelor’s degree or higher from a regionally accredited institute of higher learning and/or license, registration or certification in financial planning, counseling, coaching, mental health or a related field;
  • certificate in Financial Psychology & Behavioral Finance or related field; and
  • two letters of recommendation from professionals who are familiar with financial psychology or financial therapy and with the candidate’s work.
Designation Training Requirements


Designation Exam Type


Continuing Education Requirements

20 hours of CE every two years

Verification and Complaints
Online Designation Resource

Online at Find an FBS

Investor Complaint Process

Submit complaints via email to [email protected].


Published List of Disciplined Designees