1 Hour CFP®, CIMA®, CPWA®, RMA®

Applied Behavioral Finance 

Master applied behavioral finance and earn free CFP CE credits. Learn how to guide clients toward smarter, more confident financial decisions.  

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
  • 1 Quiz
  • 60 Minutes
  • 1 CE Credit
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3x

Advisors implementing behavioral finance saw 3.3 times more new assets from existing clients.1 

Course Curriculum

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.

100% Free CE

Fulfill your CE requirements while enhancing your skills and knowledge  — all at no cost to you.

BeFi Tools

All Your Credits. 
One Place.

With 30+ CE credits, including CFP Ethics, completing your annual continuing education requirements has never been easier.

Learn Your Way

With our easy-to-use mobile app and digital platform, you can learn on-the-go — anytime, anywhere.

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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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1https://www.planadviser.com/schwab-financial-advisers-using-behavioral-finance-see-new-assets-triple/