Registration is open for the program alumni have called ‘transformative,’ which now features even more social and experiential learning opportunities for participants

Shaping Wealth, the global wealth industry’s premier learning and development platform powering “human-first” financial guidance, has announced that registration is now open for the 11th cohort of its flagship learning experience, Building the Behavioral Advisor (BTBA).

Combining live instruction, peer-to-peer learning, self-paced study, and guided self-reflection, BTBA has been carefully crafted by Shaping Wealth’s team of experts to train advisors as “player-coaches,” upskilling their ability to guide clients on timely financial decisions and timeless considerations of how money fits into a meaningful life.

“BTBA is an immersive coaching program that channels timeless insight on what makes us all human into timely, practical, and scalable tools for not only deepening client relationships but earning a fresh view on our own careers and lives. It’s a big unlock on both empathy and self-awareness,” said Brian Portnoy, founder of Shaping Wealth. “Increasingly, Shaping Wealth’s programs are serving as a growth engine for RIAs seeking to upgrade both talent development and client experience.”

The two-month program, which begins on Tuesday, September 24, includes an eight module learning journey with curated instruction from the Shaping Wealth team, small group pods, and opportunities for guided self-reflection. Participants will have access to a proprietary digital learning library and a custom workbook filled with over 100 thought-provoking questions, conversation starters, and other tools.

Former BTBA alumni praise the transformative nature of the program. Uziel Gomez, CFP®, AFC® of Primeros Financial, commented: “I've grown as an advisor and a human, applying lessons in both my professional and personal life.”

Beginning with its upcoming cohort, BTBA will build on a leading-edge “flipped classroom” structure, prioritizing live class time to empower rich conversation and peer-to-peer engagement, while participants consume lectures asynchronously.

BTBA was recently selected as a finalist for the Wealthmanagement.com Industry Awards in the Thought Leadership category. The program will offer a substantial number of CFP CE credit hours, lifetime access to course content, ongoing participation in an active global alumni network, and a certificate in Behavioral Advice signifying the completion of the program.

Learn more about BTBA and human first financial guidance by joining the Shaping Wealth team for a live webinar on Thursday, August 8 at 2:00 PM ET, to explore the program’s themes and structure. Click here to register.

You can also sign up directly for BTBA here.

About Shaping Wealth

Shaping Wealth is a leading provider of learning and training solutions for the global wealth management industry, specifically in applied behavioral finance and the psychology of financial planning. Led by a team of experts in behavioral finance, psychology, neuroscience, and financial planning, Shaping Wealth develops coaching and content experiences designed to educate and inspire advice firms ranging from small RIAs to Fortune 500 companies. The firm has pioneered “human first” financial guidance through transformative programs such as Building the Behavioral Advisor and the Foundations of Behavioral Advice. To partner with Shaping Wealth in the humanizing of financial advice, visit us at www.shapingwealth.com.

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