Explaining the Economy - Course

1 Hour CFP®, CIMA®, CPWA®, RMA®

Explaining the Economy in Terms Your Clients Understand

Earn Financial Advisor CE Credits and Free CFP CE Credits with our course on Understanding the Economy. Enhance your expertise and grow your practice today!

This course assists advisors with explaining the economy utilizing easy-to-understand terms. The goal is for advisors to leverage this concept to enhance financial literacy efforts with clients, prospects and their families.

Take Me To The Course

Free CE Course

Course Details

9 Lessons
1 Quiz
50 Minutes
1 CE Credit

Start Course

Course Preview

Who Is This For?

Financial advisors seeking to improve their ability to explain complex economic concepts in simple terms, enhancing client understanding and trust.
Advisors pursuing CFP®, CIMA®, CPWA®, or RMA® certifications who want to empower their clients through increased financial literacy and effective communication.

What Will I Learn?

Be able to explain the following areas of the economy using language clients can understand: GDP, Economic Growth, Business Cycle, Economic Indicators, Inflation, and Monetary Policy
Reinforce that investors who wish to maximize their economic growth must maintain a focus on long-term investing

Course Curriculum

Gross Domestic Product
Economic Growth

The Business Cycle
Business Cycle Drivers

Economic Indicators
Inflation
Monetary and Discal Policy

Maximize Economic Growth
Macroeconomics in Asset Management

Continuing Education Quiz: This course qualifies for 1 hour of CFP, CIMA, CPWA, RMA 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.