Where Evidence Meets Experience

Live Virtual Sessions


Financial Behavior Storyteller

Financial Therapy Trailblazer

Financial Empathy & Compassion Specialist

Client Communication Expert

Diversity, Equity, & Inclusion Thought Leader

Financial Behavior & Risk Expert

FinTech Executive & Customer Experience Professional


“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 excellent – knowledgeable, 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

“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

Frequently Asked Questions

Yes, all payments are taken behind a secure screen through Stripe. Therefore, you need to create an account here with FBKG to access any content (live or on-demand). You only need to create an account one time; you will log-in with your account if wanting to access future classes and videos. 

First, we focus solely on human behavior and the interaction of personal finance. It's becoming known as the psychology of financial planning. Secondly, we are all recognized experts in the field with client-facing experience. Our focus is to bring research-based evidence to apply to your financial planning practice.
You can cancel any event you register for up until one hour before the event begins. You will receive your payment back in full if the cancelation is made the hour before the event begins. After that time, there will be no refunds.
You can register for any event up to 60 days in advance. You may register for the event up until the start of the event.