Daniel Farid Yasharel, CFP®, has recently earned the Behavioral Financial Advisor (BFA™) designation by The Kaplan University School of Professional and Continuing Education, in conjunction with Think2Perform®
LOS ANGELES, CA, February 27, 2021 /Neptune100/ — Daniel Farid Yasharel, CFP®, a Senior partner of NWF Advisory Group in Los Angeles, CA, has recently earned the Behavioral Financial Advisor (BFA™) designation. The Kaplan University School of Professional and Continuing Education, in conjunction with Think2Perform®, has awarded Daniel Farid Yasharel the Behavioral Financial Advisor™ designation.
The BFA designation is awarded to advisors who have undergone training to learn to help clients make financial decisions using a rational, values-based approach. Mr. Yasharel learned to integrate techniques founded in traditional finance, psychology, and neuroscience to positively influence clients’ spending and saving behavior in the presence of common but challenging emotions.
The specialized program, offered through Kaplan Financial and Think2Perform, trains advisors to help clients make better financial decisions through a rational, values-based approach; better prepare clients for unplanned life events and understand how traditional financial practices are driven by psychology and neuroscience.
By delivering on the value of behavioral finance and emotional competence, he distinguishes himself by doing more than just managing money, but by adding holistic value to his clients, by helping them make rational, values-based decisions with their money.
“This designation has more strongly positioned me to help my clients avoid making emotional decisions about finances that can lead to negative outcomes,” Yasharel said. “This new knowledge, paired with my years of experience, will allow my clients to focus even more sharply on making rational financial decisions that support their goals.”
“I’ve been committed to taking part in training opportunities and professional development conferences throughout my career because they not only educate me about trends in the industry, but they provide me with tangible solutions meeting my clients’ needs,” Yasharel said.
In addition of being a graduate of The American College of Financial Services with a master’s degree in Financial Services (MSFS), he is a Certified Financial Planner™ (CFP®) and holds numerous other industry professional designations, and he also holds FINRA’s Series 7, and Series 6, and 63. His practicing history can be reviewed at brokercheck.finra.org.
About NWF Advisory Group
NWF Advisory Group, LLC is a wealth management firm headquartered in Los Angeles, California with satellite offices statewide. NWF Advisory was founded in 1969 by a group of leading financial service professionals and offers securities through Royal Alliance Associates, Inc., part of one of the largest independent broker-dealer networks in the country.
NWF Advisory Group
11835 W. Olympic Blvd. Suite 1155E
Los Angeles, CA 90064
Securities, insurance, and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Additional advisory services offered through NWF Advisory Services, Inc., who is not affiliated with Royal Alliance. Additional insurance offered through New World Financial and Insurance Services, Inc. independent of Royal Alliance Associates, Inc.
Think2Perform has trained thousands of advisors on the concepts of behavioral financial advice across the globe, including the United States, Canada, Brazil, Spain, Germany, Netherlands, Ireland, UK, India, Malaysia, Korea, Australia, New Zealand, and Puerto Rico.