Leverage the Psychology of Human Behavior

1 Hour CFP®, CIMA®, CPWA®, RMA®

All is Mind: The Unexpected Role of Psychology in Life's Successes and Failures

Delve into the psychology of human behavior and earn free CFP CE credits. Enhance your client interactions with our accredited online course.

Explore the convergence of human psychology and modern concerns, revealing how a holistic understanding of human behavior can pave the way for practical and efficient solutions across diverse domains of life.

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Free CE Course

Course Details

4 Lessons
7 Videos
1 Quiz
60 Minutes
1 CE Credit

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Who Is This For?

Financial advisors seeking to deepen their understanding of behavioral finance and human psychology.
Professionals pursuing advanced certifications such as CFP®, CIMA®, CPWA®, or RMA®.
Advisors who recognize that mastering the human side of money is essential for differentiating their practice.

What Will I Learn?

Explore how psychology and behavioral finance shape client priorities in today’s advice-driven environment.
Learn to apply human-first strategies to address modern client concerns around meaning, purpose, and connection.
Gain practical tools to integrate behavioral economics into your practice.

According to BeFi Barometer 2020

advisors who use BeFi were almost twice as likely to gain clients as non-BeFi users.¹

Course Curriculum

Introduction
What & How

The Advisor Client Relationship

Human First Approach - Part 1
Human First Approach - Part 2

5 Core Values
Conclusion

Continuing Education Quiz

This course qualifies for 1 hour of CFP continuing education credit. To receive the credit, you must review course material and supplemental resources, 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.