Financial Behavior Specialist™

FPI Logo - jpegFinancial Behavior Specialist™

The FPI offers professional certification in financial behavior to financial professionals and mental health providers.  Qualified individuals are eligible for certification as a Financial Behavior Specialist™ and use of the Financial Behavior Specialist™ and FBS™ designations

 

 

Certification Requirements

  • Bachelor’s Degree or higher from a Regionally Accredited Institute of higher learning
  • License, Registration, and/or Certification in financial planning and/or a mental health field
  • Financial Behavior Educational Requirements
    • Participation in 24-month Training & Consulting Program
    • Demonstrated competency in 10 Core areas of financial behavior
    • Competency can be demonstrated through FPI training/testing or equivalent course work completed at another institution (e.g. Kansas State University’s Certificate in Financial Therapy)
    • Participation in a FPI Workshop
  • Adherence to a “fiduciary standard” in interactions with clients and to follow the ethics code of either the CFP Board and/or American Psychological Association, depending on profession.
  • 20 Hours of CEUs in approved courses related to financial behavior every 2 years, either through the FPI  or other pre-approved providers

For further information or if you would like to be considered for membership, please contact Brenda Klontz.