How to Talk to Clients About Market Volatility

1 Hour CFP®, CIMA®, CPWA®, RMA®

Perspectives on Market Volatility

Learn how to talk to clients about market volatility with confidence in our free CFP CE credits course. Enhance communication and build stronger relationships.

By providing a historical context for periods of market volatility, clients can better place choppy markets in perspective and make decisions based on their long-term best interests. In addition to normalizing market fluctuations, this presentation/course touches on common behavioral traps that can be activated during times of volatility and suggests more adaptive approaches.

Free CE Course

Course Details

3 Lessons
7 Videos
1 Quiz
1 Hour
1 CE Credit

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Who Is This For?

Advisors seeking to deepen their understanding of market volatility while earning crucial CE credits.
Professionals committed to guiding clients through turbulent markets with confidence and clarity.
Advisors pursuing CFP®, CIMA®, CPWA®, or RMA® certifications who want to enhance communication during volatility.

What Will I Learn?

Understand the historical context of market volatility
Be able to put volatility into a long-term perspective to help clients avoid problematic behavior
Be able to guide your clients to differentiate “noise” and “information”

43%

Of advisors kept clients invested during periods of volatility by leveraging behavioral finance.¹

Course Curriculum

Introduction
Perspectives on Volatility

Experts of Experts
Becoming an Informed Consumer of News
A Lost Decade?

Three-Part Noise Test
The Truth About Risk

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.