Behavioral Finance

5 Hours CFP®, CIMA®, CPWA®, RMA®

Behavioral Finance

Explore behavioral finance and earn free CFP CE Credits. Learn how to guide clients’ decisions with psychology-driven financial planning strategies.

This course takes a sweeping tour of human nature before arriving at the specifics of application. It is only as we come to a deep understanding of “why” our clients behave as they do that we are left with any clue as to “how” we can help.

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Free CE Course

Course Details

6 Lessons
1 Quiz
5 Hours
5 CE Credits

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Who Is This For?

Financial advisors pursuing CFP®, CIMA®, CPWA®, or RMA® certifications.
Advisors seeking to deepen client relationships and drive better outcomes.
Professionals looking to differentiate their practice by blending technical expertise with psychology-backed planning strategies.

What Will I Learn?

Analyze the physiological, neurological, and psychological factors that influence client financial decision-making.
Apply behavioral finance principles to help clients make more rational investment decisions through specific, real-world strategies.
Identify the behavioral traits of exceptional investors and help clients adopt similar practices.

48%

of financial advisors increased client retention, thanks to behavioral finance.¹

Course Curriculum

Invest in Risk (video and reading)
Investor Psychology (video and reading)

Ego
Paper or Plastic (video and reading)

Investor Overcomes (video and reading)
Conservation (video and reading)

Loss Aversion (video and reading)
Combatting Conservation (video and reading)

Attention (video and reading)
Emotion (video and reading)

Managing Emotion (video and reading)
Endure to End (video)

The Big Five Personality Traits

Behavioral Finance Continuing Education Quiz

This course qualifies for 5 hours of CFP continuing education credit. To receive the credit, you must review course videos and reading material, 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.