Top Behavioral Finance Techniques

1 Hour CFP®, CIMA®, CPWA®, RMA®

BeFi at the Reins: Money in Motion Across the Lifespan

Explore how behavioral finance can help you guide clients through emotional decisions and market volatility. Also, earn free CFP CE credits.

Whether harnessing youthful confidence, addressing middle-age risk aversion, or instructing the importance of legacy plans, this presentation will provide actionable insights to help you understand and adapt to your clients’ evolving financial priorities at every age and stage of life.

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Free CE Course

Course Details

3 Lessons
1 Quiz
60 Minutes
1 CE Credit

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Who Is This For?

Financial advisors pursuing CFP®, CIMA®, CPWA®, or RMA® certifications who want to strengthen client relationships.
Advisors looking to grow their practice by applying age-appropriate BeFi strategies.
Professionals committed to continuing education who want practical tools to better understand and influence client behavior.

What Will I Learn?

Equip yourself with essential BeFi techniques, making you invaluable to your client across their lifespan.
Helpful tips on teaching clients about legacy planning.
Understand how the needs of your clients change throughout their lifetime and how to adapt.

4-5

generations may be routinely alive at the same time — financial advisors should be prepared for conversations covering cross-generational concerns.¹

Course Curriculum

Introduction
The Four Facets of Human Life

Multi-Generational Legacy
Applying Behavioral Finance Across the Lifespan

Use This With Your Clients

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.