Applied Behavioral Finance| Free CFP CE Credits

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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Who Is This For?

Advisors who want to strengthen client relationships by understanding financial decision-making behaviors.
Professionals committed to earning CFP®, CIMA®, CPWA®, or RMA® CE credits.
Growth-focused financial planners seeking to differentiate their practice with behavioral coaching.

What Will I Learn?

Be able to recognize behavioral biases in clients.
Understand how to apply behavioral finance techniques when advising clients.
Understand how to brand and position yourself as a behavioral coach.

3x

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

Course Curriculum

Into the Unknown
Finding Hope When Hope Seems Hard to Find
Five Answers for the Scared Voices in Your Head
10 Surefire Ways to Ruin Your Financial Future

Noise vs. Information
Losing Is Scary
Hope for the Market
Overcoming Fear

Win the Day
Four Steps for Having Difficult Conversations with Clients
10 Quicks Tips for Managing Emotions
Behavioral Alpha

Applied Behavioral Finance 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.

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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.