Behavioral Finance Tools 

Discover behavioral finance tools to better guide clients with this engaging, advisor-focused online course.  

Get introduced to our Behavioral Finance infused tools — the 3D Risk Profile, Protect, Live, Dream, BeFi20, and PulseCheck — all designed to help increase your client engagement. 

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Course Details

  • 4 Lessons
  • 4 Videos
  • 1 Quiz
  • 90 Minutes
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Who Is This For?

  • Advisors looking to integrate behavioral finance tools into everyday practice.
  • Professionals committed to growing their business through evidence-based planning techniques.
  • Financial planners who want to offer highly personalized, emotionally intelligent advice rooted in behavioral science. 

What Will I Learn?

  • How to introduce investors to their money persona.
  • Understand your clients' risk tolerance.
  • Build a goal-based investing strategy to help clients stay invested for the long term. 

81% 

of advisors are using behavioral finance techniques in client communications and interactions.1

Course Curriculum

Chapter 1
  • BeFi20

Chapter 2

Protect, Live, Dream 

Chapter 3
  • 3D RTQ 

Chapter 4
  • PulseCheck 

Key Resources
  • Helpful Resources To Use with Your Clients

Course Tasks
  • Course Evaluation
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://www.businesswire.com/news/home/20200908005142/en/BeFi-Barometer-2020-Behavioral-Finance-Techniques-Help-Advisors-Keep-Clients-Invested-Through-Market-Volatility 

Orion Behavioral Finance ("Orion BeFi") is the branding name of various tools and services related to behavioral finance offered by Orion Advisor Solutions, Inc. and its subsidiaries. Orion BeFi tools are crafted to help investors and their financial advisors integrate behavioral psychology research into their investment decisions. Orion BeFi tools and services do not provide investment advice.