Role of Behavioral Financial Advisor

1 Hour CFP®, CIMA®, CPWA®, RMA®

Behavioral Alpha: An Advisor's Greatest Value

Learn behavioral finance strategies to better serve clients and grow as a financial advisor — earn free CFP CE credits along the way.

This course details the value financial advisors bring to the wealth management process. You will leave with tangible tools for more meaningful conversations that can help keep clients invested, regardless of what the market throws their way, while strengthening the advisor-client relationship.

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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 who want to master behavioral finance strategies.
Advisors seeking to differentiate their practice through insights that go beyond investment performance.
Professionals pursuing CFP®, CIMA®, CPWA®, or RMA® designations.

What Will I Learn?

Understand how the value of advisor advice improves client outcomes.
Understand the steps for delivering behavioral advice.
Understand and be able to implement a model of well-being.

89%

of client reviews about advisors center on relationship quality, planning advice, and emotional factors.¹

Course Curriculum

Piano Tuners
The Data

Intellectual Scaffolding
Push the Button

Guided Simplicity
Replacement Behaviors

Four Steps for Having Difficult Conversations With Clients
This four-step guide is designed for you to leverage your newly discovered behavioral alpha the next time you need to have a tough conversation with a client.

Behavioral Alpha Continuing Education Quiz

This course qualifies for 1 hour of CFP continuing education credit. To receive the credit, you must review course material and supplemental resources, 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.