Financial Decision Making During Difficult Market Situations

1 Hour CFP®, CIMA®, CPWA®, RMA®

The Mind and the Market 2024

Master financial decision making and earn free CFP CE credits with our course designed to sharpen your skills and improve your practice.

Difficult market and economic and geo-political environments often lead to difficult client conversations, potentially driving clients to force investment decisions not in their best long-term interests. In this course, you’ll learn how you can use behavioral finance strategies to better engage with your clients and keep them on track to achieve their long-term goals.

Take Me To The Course

Free CE Course

Course Details

4 Lessons
4 Videos
1 Quiz
60 Minutes
1 CE Credit

Start Course

Who Is This For?

Financial advisors who want to guide clients through market uncertainty and emotional decision-making.
Advisors committed to strengthening client trust and retention during volatile market and economic cycles.
Professionals earning CE credits who want timely insights and tools to navigate today's headlines and keep clients focused on long-term goals

What Will I Learn?

How to speak to your clients about an election year/cycle in a way that promotes certainty rather than uncertainty.
How you can use behavioral finance strategies to better engage with your clients.
Best practices for keeping clients on track for achieving their long-term financial goals.

83%

of election years end with stocks in the black since 1926 — with the 4 years that ended negatively being due to reasons outside the election.¹

Course Curriculum

This Too Shall Pass

Beware of the Crystal Ball

When a Sure Thing Isn't a Good Thing

What Doesn't Matter

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.