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

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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Who Is This For?

Financial advisors seeking to enhance their client relationships and business development strategies through the application of emotional intelligence.
Advisors pursuing CFP®, CIMA®, CPWA®, or RMA® certifications who want to differentiate their practice by mastering EQ alongside technical skills.
Professionals committed to improving their decision-making and client engagement by developing their emotional intelligence in financial services.

What Will I Learn?

Understand the difference between IQ and EQ
Explore ways emotional intelligence can be used in financial services
Ways to improve your emotional intelligence when working with clients

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

Leadership

Driving Forces

Emotional Intelligence

Emotional Intelligence in Finance

Investor Behavior

Improving Emotional Intelligence

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

Use This Tool with Your Clients

Steps to Improve Emotional Intelligence Skills during Client Conversations

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.