Make Yourself Indispensable

1 Hour CFP®, CIMA®, CPWA®, RMA®

Make Yourself Indispensable

Master behavioral finance and earn Free CFP CE Credits with this expert-led course designed to elevate your financial advisory skills.

Understanding how people make decisions is a critical skill for successful advisor-client engagement. This course helps advisors apply behavioral finance techniques to coach clients.

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Free CE Course

Course Details

3 Lessons
7 Videos
1 Quiz
60 Minutes
1 CE Credit

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Who Is This For?

Financial advisors seeking to deepen client trust and retention by mastering behavioral finance strategies.
Professionals pursuing CFP®, CIMA®, CPWA®, or RMA® certifications.
Advisors looking to elevate their value proposition and deliver more impactful and personalized advice.

What Will I Learn?

Set and manage client expectations.
Understand the methodology of the DISC Personality Analysis.
Implement the DISC Personality Analysis to enhance client meetings, emails, webinars, etc.

18.9%

of clients give first priority to financial advisors’ ability to listen and understand their goals.¹

Course Curriculum

Introduction
Setting Client Expectations
Successful Client Communications

DISC Analysis
Business Owner Communications

Meaningful Content
Conclusion

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

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.