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Raney earns behavioral finance advice designation

June 18, 2017
Reinbeck Courier

Educational partners, Kaplan Financial Education and think2perform, are pleased to announce that Bill Raney, Financial Advisor at GNB Investments, has earned the Behavioral Finance Advice professional designation.

Behavioral Finance Advice (BFA) combines psychology and neuroscience with traditional financial practices. The BFA curriculum, is designed to equip advisors with tools and training to further help their clients make sound financial decisions, maintain emotional competency and achieve their financial goals.

Behavioral Financial Advice enables advisors to help clients:

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Utilize a high-performance model to improve a client's decision making

Understand how behavioral advice can support and impact both the advisor and client's investment practices

Identify how a client's real self matches up with his or her ideal self by keeping values, principles and beliefs at the forefront

"Financial advisors are relied upon for their ability to provide technically sound financial advice. By adding the BFA designation, advisors gain even more skills and tools to maximize their clients' abilities to make sound, rational financial decisions. This builds upon their credibility as money managers to being highly trusted and valuable partners for their clients," said Joyce Schnur, Dean of Kaplan University's School of Professional and Continuing Education (PACE).

Doug Lennick, CEO of think2perform added, "The financial services industry is putting more focus on the principles of Behavioral Finance. The tools and skills of this discipline are helping advisors manage client emotion and improve portfolio growth."

 
 

 

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