Importance Of Communicating With Empathy

1 Hour CFP®, CIMA®, CPWA®, RMA®

Communicating with Empathy

Learn strategies for communicating with empathy with your clients while earning free CFP CE credits in this practical, advisor-focused online course.

Good communication sets the ceiling for the efficacy of financial advice; advice is only as good as its delivery. Bearing this in mind, this presentation gives a framework for providing advice that sticks and introduces a system for communication in research-backed ways that promote client uptake.

Take Me To The Course

Free CE Course

Course Details

4 Lessons
1 Quiz
60 Minutes
1 CE Credit

Start Course

Who Is This For?

Financial advisors seeking to deepen client trust and engagement through more effective, empathetic communication strategies.
Professionals committed to continuous improvement and earning CE credits.
Advisors looking to differentiate their practice by mastering the human side of financial planning.

What Will I Learn?

Understand how to develop empathy and use it in client communications.
Be able to develop “unforgettable” client communications.
Understand and adapt to the industry trends of what investors seek in an advisor.

85%

of clients say that they consider financial advisors’ communication style when deciding to retain their advisors.¹

Course Curriculum

Introduction
Framework

Empathize
Normalize

Purpose
Proof

Process
Why This Should Matter to You

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.

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.