Navigating Investing in Volatile Markets

1 Hour CFP®, CIMA®, CPWA®, RMA®

Navigating Uncertainty

Boost your skills in investing in volatile markets with our free CFP CE credits course. Learn adaptive strategies to grow client trust and portfolios.

While market volatility is nothing new, unprecedented global uncertainties are altering how people invest and what they expect from their wealth managers. Advisors are uniquely positioned to navigate clients through turbulence and towards success, if we can embrace uncertainty as opportunity. This course provides a framework of adaptive strategies to metabolize client concerns into confidence, grow their trust, and their portfolios in a paradigm of uncertainty.

Free CE Course

Course Details

3 Lessons
6 Videos
1 Quiz
1 Hour
1 CE Credit

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Who Is This For?

Financial advisors seeking to master market volatility while earning essential CE credits.
Financial professionals committed to enhancing client relationships and proactive practices.
Those pursuing CFP®, CIMA®, CPWA®, or RMA® certifications aiming to level up their practice.

What Will I Learn?

Understand how embracing uncertainty lifts the ceiling of success.
Learn how to pivot clients from a “control” to “goal” orientation, using our three-step process.
Enhance your relational skillset and facilitate more proactive advisory practices

91%

The rate, on average over a 10-year period, at which you’d see positive returns in your portfolio.¹

Course Curriculum

Introduction
Uncertainty Is Stressful

Calm
Connect

Coach
Countering Uncertainty

Learn to Grow

Why Orion Advisor Academy

With free continuing education courses that range in topics from investment management, behavioral finance, practice management, client experience, and more, you have everything you need to learn and grow your business.