TERMS OF SERVICE

Basic Membership

  • Initial term is three (3) 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 all tools and deliverables. These are available for you to customize, brand and use under license as a paying member of the Network. Upon cancelation of coaching membership, you must not use any of the tools/resources* or deliverables even if you have them downloaded, printed, branded etc…

Premium Membership

  • Initial term is three (3) 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 all tools and deliverables. These are available for you to customize, brand and use under license as a paying member of the Network. Upon cancelation of coaching membership, you must not use any of the tools/resources* or deliverables even if you have them downloaded, printed, branded etc…

Marketing – Personal Coaching

  • Duration of contract is two (2) months. Upon completion, member will automatically be moved to the premium membership at a discounted rate. Member can cancel their premium membership at any time. 
  • 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 all tools and deliverables. These are available for you to customize, brand and use under license as a paying member of the Network. Upon cancelation of coaching membership, you must not use any of the tools/resources* or deliverables even if you have them downloaded, printed, branded etc…

 

*As of Jan 2021, the tools/resources/deliverables include Speaking Your Client’s Language, Behavioral Policy Statement, Behavioral Slide Decks, Behavioral Questionnaires, Scripts, Investor Checklist. Other tools may be added at a later date that will also fall under this exclusion.