1.5 Hour CFP®, CIMA®, CPWA®, RMA®

Emotional Intelligence: IQ got you here, EQ will make you Succeed

Boost your Emotional Intelligence for Financial Advisors and earn Free CFP CE Credits. Enhance client relationships and decision-making with our expert-led course.

This course explores how financial advisors can develop and utilize emotional intelligence skills to connect with clients at a deeper level and as a business development strategy that differentiates and grows their practice.

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Free CE Course

Course Details

  • 6 Lessons
  • 1 Reading
  • 90 minutes
  • 1.5 CE Credits
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Advisors with higher emotional intelligence receive

2x more referrals

than those with lower emotional intelligence.

 

 

 

McCarthy, A. (2020). Exploring the relationship between financial advisor emotional intelligence and perceived client relationship markers (Available through ProQuest Dissertations & Theises Global, Order No. 28029307).

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.

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One Place.

With 30+ CE credits, including CFP Ethics, completing your annual continuing education requirements has never been easier.

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With our easy-to-use mobile app and digital platform, you can learn on-the-go — anytime, anywhere.

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Orion Advisor Academy

Enroll today to earn CE credit and access education that changes the conversation — all completely free.

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