Continuing Education

Unlock Your Potential with Financial Behavior Keynote Group

Are you a financial service professional looking to stay ahead of the curve in today’s rapidly evolving industry? Financial Behavior Keynote Group is the solution which includes a dynamic blend of live class conversations and on-demand courses designed to empower you with the latest financial behavior insights and skills essential for success in the financial world.

Live Class Conversations: Engage, Interact, Excel

Our live classes are more of a conversation that provides an immersive learning experience like no other. Led by industry experts and thought leaders, these sessions are crafted to foster meaningful discussions, encourage collaboration, and inspire innovation. Whether you’re delving into the intricacies of behavioral economics or mastering the art of strategic financial planning, our live class conversations offer real-time guidance and feedback to help you navigate complex financial relationships with confidence.

On-Demand Courses: Learn at Your Own Pace

For professionals with busy schedules or specific learning preferences, our on-demand courses are the perfect solution. With 24/7 access to a comprehensive library of resources, you can tailor your learning journey to fit your unique needs and goals. Dive into cutting-edge topics such as business development, human capital, life planning, advice delivery, or financial psychology, and enhance your expertise on your own time, at your own pace, and when you need it.

Why Choose Financial Behavior Keynote Group?

At Financial Behavior Keynote Group, we understand the importance of continuous learning in today’s competitive marketplace. Our courses are meticulously curated to address the latest trends, challenges, and opportunities shaping the financial industry. Whether you’re a seasoned professional seeking to expand your skill set or a newcomer eager to make your mark, our live classes and on-demand courses provide the tools and knowledge you need to thrive in any professional setting.

Invest in Your Future Today

Don’t let the fast-paced nature of the financial world leave you behind. Join us today and take control of your professional development journey. With our live class conversations and on-demand courses, you’ll gain the confidence, competence, and connections necessary to excel in today’s dynamic financial landscape. Enroll now and unlock your full potential with the Financial Behavior Keynote Group’s Continuing Education Conversations.

Expert Guidance:

Learn from industry experts and thought leaders.


Interactive Learning:

Engage in discussions and collaboration during live classes.

Flexible Schedule:

Access on-demand courses anytime, anywhere.

Tailored Learning:

 Customize your learning journey to your needs.


Relevant Content:

Stay updated on industry trends and insights.

Professional Development:

Enhance skills for career success.


Learn at your own pace.

No Vendor Pitches:

Focus solely on valuable content without sales pitches.



“The Foundation for Financial Planning was fortunate to work with four experts from the Financial Behavior Keynote Group to deliver a live webinar series that reached hundreds of financial advisors who provide pro bono service to people in need. Each speaker was excellentknowledgeable, incisive, and provocative – addressing diverse topics to help burnish the skills of the advisors in both their paid and pro bono work. Our community of volunteer advisors praised the speakers as ‘outstanding,’ and we are hoping to offer more sessions from FBKG in the future.”

Jon Dauphiné, Esq.
Chief Executive Officer, Foundation for Financial Planning

“The Financial Behavior Keynote Group’s presenters provide thought-provoking actionable ideas. The helpful sessions touch on the behavioral aspects of interacting with clients as well as on behavioral approaches that clients can use in managing their finances. An added bonus: the group’s sessions are a welcome alternative to more typical CFP CE options.”

Jennifer J. Cole
CFA, MBA, CFP®, Cole Financial Consulting, LLC

“Financial Behavior Keynote Group provides a needed perspective on how behavioral psychology affects financial behavior. This group of experts delivers engaging, useful, and valuable insights. Now with the addition of online CE for financial professionals, this allows more access to so many advisors across the world to benefit from the thought leadership of these speakers. This is a must-attend opportunity.”

Dr. Daniel Crosby
Chief Behavioral Officer, Orion Advisor Solutions

“Over the past year, my FBKG membership has given me the opportunity to expand my skills as an advisor, whether that’s learning how to coach clients through financially self-sabotaging behavior or brainstorming how to apply lessons from Morgan Housel’s “Psychology of Money” with other advisors. It’s so refreshing to attend CE where everyone is truly there to learn, where you are not being sold a new analytical tool, and where you can immediately turn around and apply what you’ve learned to your practice.”

Betsy England
CFP®, White Oaks Wealth Advisors, Inc