1 Hour CFP®, CIMA®, CPWA®, RMA®

Delivering Value Throughout the Client Lifecycle

Your clients’ needs change as they age, and as they reach different milestones in their lives, their financial future changes. Of course, you know this, but how prepared are your clients? Learn how you can best serve them throughout their lives.

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Free CE Course

Course Details

  • 7 Lessons
  • 60 Minutes
  • 1 CE Credit
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Course Preview

62%

of advisors using behavioral finance techniques added new clients twice as quickly as those who did not.

 

Source: How Behavioral Finance Can Help Clients and Advisors, ThinkAdvisor, 2020.

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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Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.