Behavioral Financial Advice CE

Behavioral Financial Advisor Renewal
Name*

First NameLast Name
Email*
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.
Birth Date

MonthDayYear
Date
Gender
Company
The online renewal process includes two declaration questions, a CE attestation, Standards of Professional Conduct Agreement, and affirmation and acknowledgement of the Terms and Conditions.
Please upload a copy of your continuing education transcript

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Self-Disclosure Questions
1.) Are you now or have you been since initial conferment of the designation a defendant or respondent in any criminal governmental agency or self-regulatory organization proceeding, or been the subject of a governmental agency or self-regulatory organization inquiry or investigation relating to your professional or business conduct?
Self-Disclosure A

YesNo
2.) Are you now or have you been since initial conferment of the designation a defendant or respondent in any criminal governmental agency or self-regulatory organization proceeding, or been the subject of a governmental agency or self-regulatory organization inquiry or investigation relating to your professional or business conduct?
Self-Disclosure B

YesNo
CE Attestation
Required for submission: View Professional Designation Requirements and Policies & Procedures

I affirm that I have read the Professional Designation Requirements and Policies & Procedures. I affirm I have completed 20 hours of continuing education credit hours as defined in the Professional Designation Requirements and that I have accrued these credits in the immediate preceding twenty-four (24) months. I further affirm the courses cover one or more topics from the Subject Topic List and that I have complied with all other continuing education standards, as defined in the Professional Designation Requirements document.
CE Attestation*

Yes
Standards of Conduct Agreement
I agree to be bound to the following Standards of Professional Conduct. I further acknowledge that violations of any standards shall be grounds for disciplinary action to be taken against me by think2perform™, up to and including revocation of my rights to use the designation.
- Integrity: Provide professional services with integrity, honor, fairness, and dignity, and maintain client trust and confidence.
- Objectivity: Maintain objectivity and impartiality with respect to services rendered and advice given.
- Competency: Maintain an adequate level of knowledge and skill and effectively apply that knowledge while recognizing its limitations.
- Confidentiality: Keep client information confidential, disclosing only when authorized or compelled by law.
- Professionalism: Comply with all laws and regulations as required and applicable, refraining from actions that bring dishonor to you or your profession.
Standards of Conduct*

Yes
Terms and Conditions Affirmation and Acknowledgement
I hereby affirm that I am over the age of eighteen, and I authorize the investigation of all statements made by me to think2perform™ including, but not limited to, all statements contains in this Application. I understand that misrepresentation or omission of facts is cause for denial or revocation of the right to use my designations service marks (collectively referenced herein as “marks”), and that I may not use any of the marks until I receive official notification of my authorization to do so by think2perform.
Terms and Conditions*

Yes
Required for submission:
View Terms and Conditions
Required A*

I affirm that I have read, understand, and voluntarily agree to be bound by the Terms and Conditions (Terms) set forth above. I declare under penalty of perjury that the representations contained in this Application are true, complete, and correct. I understand all fees are non-refundable, regardless of whether authorization to use the marks is granted or revoked.
Required B*

I acknowledge that I am the same individual referenced in the information I am submitting to the think2perform(R). I understand that I am waiving any rights to challenge the authenticity of this record and any further records between myself and think2perform(R).
Required C*

I understand that the think2perform(R) is a wholly owned institution and the marks are owned and registered by think2perform(R). think2perform(R) maintains full authority over the authorization to use the marks.
Below is the next step in your renewal process where you can pay your renewal fee.

My Products

BFA RenewalBy purchasing this product you will be renewing your designation for two years.

$99.00

Total

$0.00

Credit Card Details
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Behavioral Financial Advisor Renewal

Self-Disclosure Questions

CE Attestation

Standards of Conduct Agreement

Terms and Conditions Affirmation and Acknowledgement

Required for submission: