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.

Free CE Course

Course Details

  • 9 Lessons
  • 1 Quiz
  • 50 Minutes
  • 1 CE Credit

Course Preview

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.