How to Persuade Your Clients to Take Your Advice

1 Hour CFP®, CIMA®, CPWA®, RMA®

Science of Influence

Learn how to influence clients to take your advice with our Science of Influence course. Earn free CFP CE credits while learning cutting-edge AI techniques to boost your financial planning strategies. In this course you will explore the skills and knowledge necessary to persuade your clients to take your advice, through gaining an understanding of the psychology of influence.

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Free CE Course

Course Details

11 Lessons
1 Quiz
50 Minutes
1 CE Credit

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Who Is This For?

Financial advisors pursuing CFP®, CIMA®, CPWA®, or RMA® certifications who want to enhance their leadership skills by understanding their own personality traits and those of their clients.
Advisors looking to strengthen client relationships and grow their practice by applying evidence-based personality science to better serve their clients.

What Will I Learn?

Understand the Big Five personality traits—openness, conscientiousness, extroversion, agreeableness, and neuroticism
Develop the skills for implementing the knowledge gained to strengthen client relationships

Course Curriculum

The Big Five

Openness
Conscientiousness
Extroversion
Agreeableness
Neuroticism

Personality in Behavior

Walk Around the Brain

Recognizing Personality Traits
Complimentary Skills

Psychological Diversity

The Big Five Personality Traits

Continuing Education Quiz: This course qualifies for 1 hour of CFP, CIMA, CPWA, RMA continuing education credit. To receive the credit, you must take the assessment and receive a grade of 70% or higher.

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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.