The Investor Behavioral Coach™ course is a four-credit program that trains advisors to assess investor personality traits. It is designed to complement CFP®, CFA®, CIMA®, and CPA knowledge requirements.

​To maintain the digital certificate, a one-credit class, “Applying Financial Psychology In Current Conditions,” must be completed annually.​


​Instructor Dr. Frank Murtha has taught behavioral finance at City University of New York, New York University and other universities. Dr. Murtha is co-founder of MarketPsych, developers of a behavioral finance assessment platform and is a consultant on behavioral finance.​


​The course is a key educational element of the 12-credit Financial Counselor™ certificate course and is free to A4A members through October 15, 2921.