TERMS OF SERVICE

Classic Membership

  • Agreement and billing is month-to-month. 30-day notice required for cancelation.
  • Must pay for the month in which new client content is made available to members.
  • Copyright mark (c) must remain on all content, even if you brand it as your own.

Premium & Elite Memberships

  • Initial term is twelve (12) months, then month to month. No prorated refunds. Upon notice of cancelation, your access will be stopped and future billings will cease.
  • Copyright mark (c) must remain on all content, even if you brand it as your own. The Behavioral Finance Network retains authorship and ownership of all content and deliverables.
  • The Behavioral Finance Network retains ownership of monthly content and behavioral tools delivered through BFN website. These are available for you to customize, brand and use under license as a paying member of the Network. Upon cancelation of your membership, you may continue to use monthly content obtained during your membership, however the use of behavioral tools/resources* obtained from The Behavioral Finance Network may no longer be used (even if you have them downloaded, printed, branded etc…).

Website/Branding/Marketing Package

  • Duration of contract is two (2) months. Upon completion, member will automatically be moved to the premium membership at a discounted rate. If you do not want to join as a premium member, and under the 12 month minimum term for premium membership, you must notify Jay before the website package term is complete. 
  • Copyright mark (c) must remain on all content, even if you brand it as your own. The Behavioral Finance Network retains authorship and ownership of all content and deliverables.
  • The Behavioral Finance Network retains ownership of monthly content and behavioral tools delivered through BFN website. These are available for you to customize, brand and use under license as a paying member of the Network. Upon cancelation of your membership, you may continue to use monthly content obtained during your membership, however the use of behavioral tools/resources* obtained from The Behavioral Finance Network may no longer be used (even if you have them downloaded, printed, branded etc…).

*As of Jan 2023, the tools/resources include Speaking Your Client’s Language, Behavioral Policy Statement, Behavioral Slide Decks, Behavioral Questionnaires, Scripts, Mindful Checklist. Other tools may be added at a later date that will also fall under this exclusion.