Best Investment Practices for Advisors

1 Hour CFP®, CIMA®, CPWA®, RMA®

How to Invest Like an Institution

Learn effective investment practices to elevate your advisory skills and deliver smarter outcomes for your clients. Earn free CFP CE credits.

Learn an institutional approach to investing that could serve not only as the foundation for better investment outcomes for your clients but also potentially make those clients and their portfolios less likely to leave your firm and make your conversations with prospective clients more compelling and successful.

Take Me To The Course

Free CE Course

Course Details

3 Lessons
7 Videos
1 Quiz
60 Minutes
1 CE Credit

Start Course

Who Is This For?

Advisors seeking to elevate their investment strategy with institutional-level best practices.
Growth-minded professionals looking to sharpen their competitive edge and convert more prospects.
Financial planners committed to earning CFP®, CIMA®, CPWA®, or RMA® CE credits.

What Will I Learn?

Best practices of the world's largest and most sophisticated advisors when working with their clients
Tips for how to make your conversations with prospective clients more compelling and successful.
Institutional knowledge of investing that could serve as the foundation for better investment outcomes for your clients.

60%

of retail investors trust the financial services industry, compared to 86% of institutional investors.¹

Course Curriculum

Building Better Portfolios
Shun Funds When You Can

Don’t Pay More Than You Have To
Active or Passive? Yes – But Do It The Right Way

Bonds Are Portfolio's Ballasts
Know What Your Clients Own & Why They Own It
How Does Your Portfolio Stack Up?

Continuing Education Quiz

This course qualifies for 1 hour of CFP & IWI 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.