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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89%

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

OAA Mobile App

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://wealthtender.com/advisors/marketing/voice-of-the-client-study/