NAIFA-FL and Kaplan Financial Education have partnered to offer NAIFA Members two unique designations to develop and expand your financial planning career.
Wealth Management Specialist
If you are new to the financial industry or looking to improve your financial planning expertise, but you don’t have the time or resources to commit to a rigorous program, Kaplan’s Wealth Management Specialist (WMS) certificate is perfect for you. This 13-course program provides a substantial overview of the most important financial planning and wealth management concepts. In addition, the WMS program is the perfect stepping stone if you plan to earn your CFP® mark later in your career.
Call 888.450.4679 to learn more about the WMS certificate program.
Behavioral Financial Advice
Designed by Kaplan and think2perform®, the Behavioral Financial Advice (BFA) program is designed to train, develop, and improve the moral and emotional competencies necessary to help you, and your clients, make better decisions throughout the financial planning process. Complete this 2-course program to build your expertise in financial advice and become a certified Behavioral Financial Advisor™. Your clients will rest easy knowing you are helping them make the best possible financial decisions for their situation.
Get Started Today! Call 888.450.4679 or visit the online portal to learn more and redeem your exclusive discount.