1 Hour CFP®, CIMA®, CPWA®, RMA®

Four Pillars of Behavioral Asset Management

Earn Financial Advisor CE Credits and Free CFP CE Credits with our course on behavioral finance and asset management. Enhance your advisory skills today!

While systematic and unsystematic risk are widely understood and controlled for in portfolio construction, behavioral risk has historically received less attention, but it is just as powerful in determining client outcomes.

Free CE Course

Course Details

  • 8 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.