Learn to Grow with Orion Advisor Academy

Power growth for your practice, earn CE credit with ease, and brush up on your BeFi skills — all for free. 

Orion Advisor Academy offers free, on-demand practice management and behavioral finance courses developed by Chief Behavioral Officer Daniel Crosby and designed to help you achieve more for yourself, and your clients.

Best of Behavioral Finance

Get the best of behavioral finance courses to connect better with your clients and join the ranks of the 62% who use BeFi to add new clients twice as quickly as those who don’t.¹

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befi

CFP Ethics

Fulfill your 2-hour ethics requirement with our free, online, CFP Board-approved CE course designed to educate CFP® professionals about CFP Board’s Code of Ethics and Standards of Conduct.

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OAA Catalog

Client Experience

Create the unforgettable experiences your investors expect with courses that help you deliver value, differentiate your firm, and connect with your clients where they already are.

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client experience

Investment Strategies

From direct indexing to how to attract high-net-worth investors, explore courses aimed at helping you stay at the forefront of the industry to help your clients reach their goals.

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Investment Strategy

Practice Management

Level up your practice with courses crafted to help you develop and strengthen your skills across every aspect of the advisor-client journey.

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5 Ways an Outsourced Chief Investment Officer Elevates Your Firm
Power Your Growth with Orion’s Fiduciary Flywheel

Free Courses For Your
Whole Practice

Orion Advisor Academy provides practical education in the four pillars of our Fiduciary Flywheel: Prospect, Plan, Invest, and Achieve.

Prospect

Sharpen your business development skills with courses like “Attracting High-Net-Worth Clients” and “The Science of Influence.”

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Plan

Apply behavioral finance concepts and become a client coach. Courses like “Behavioral Finance” and “Delivering Value Through the Investor Lifecycle” are a great start.

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Invest

Be prepared to help your clients through market volatility with “Perspectives in Volatility.”

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Achieve

Many advisors play multiple roles in their business. Get education in various aspects of running a fiduciary practice like “Hiring the Best” and “Leadership Begins with You.”

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Orion Advisor working with client
Evidence-Based Growth

The Practice Assessment

The Advisor Practice Assessment is your key to unlock everything offered within Orion Advisor Academy. The Assessment focuses on evaluating four key areas of the Fiduciary Flywheel — Prospect, Plan, Invest, and Achieve.

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Orion BeFi Tools

The Future of Finance is Behavioral

Unite financial know-how and psychological principles to provide the support clients crave.

BeFi20

Introduce investors to their money persona — how they think and feel about money — and use those insights to launch deeper conversations.

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3D Risk Profile

Understand your client’s risk tolerance on three dimensions so you can create more personalized recommendations.

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Protect, Live, Dream

Build a goals-based investing strategy to help clients stay the course.

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Orion Whitepaper
Free Resource: Whitepaper

Endless Growth. Endless Opportunity.

In an increasingly technological world, investors now place greater value in human relationships that include empathy and understanding.²

Research has shown advisors who worked for managers trained in emotional intelligence exceeded the sales of their untrained colleagues by 2%, resulting in millions of dollars of extra revenue.³ Furthermore, recent research demonstrates emotional intelligence helps improve advisor-client relationships and doubles referrals.⁴

Download our whitepaper to learn how you can strengthen your client relationships and practice by utilizing an outcomes-focused engagement approach.

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Learn to Grow with
Orion Advisor Academy

Enroll today to earn CE credit and access education that changes the conversation — all completely free.

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¹Source: How Behavioral Finance Can Help Clients and Advisors, ThinkAdvisor, 2020.

²Source: Determining Value in a Complex Service Setting, Journal of Service Theory and Practice, 2015.

³Source: Emotional Intelligence for Sales Success: Connect With Customers and Get Results, Colleen Stanley, 2012.

⁴Source: Exploring the Relationship Between Financial Advisor Emotional Intelligence and Perceived Client Relationship Markers, Alexandria N. McCarthy, Capella University, 2020.

2403-OAS-8/30/2023