Keeping Your Head (When Others Have Lost Theirs)

1 Hour CFP®, CIMA®, CPWA®, RMA®

Earn Financial Advisor CE Credits and Free CFP CE Credits with our course on the value of a financial advisor. Enhance client trust and grow your practice today!

This presentation reviews the value financial advisors bring to the wealth management process. You will leave with insights into the mind and behavior of investors during the COVID-19 pandemic and tangible tools for more meaningful conversations that can help keep clients invested, regardless of what the market throws their way. All the while, strengthening the advisor-client relationship through conversations centered around outcomes.

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Free CE Course

Course Details

7 Lessons
1 Quiz
50 Minutes
1 Material to Use With Your Clients
1 CE Credit

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Course Preview

Who Is This For?

Financial advisors seeking to enhance their communication skills and build stronger client relationships during times of market volatility and uncertainty.
Advisors pursuing CFP®, CIMA®, CPWA®, or RMA® certifications who want to better understand investor behavior and manage client emotions in challenging times.
Professionals looking to gain insights into behavioral finance to keep clients focused on long-term goals, even during periods of crisis.

What Will I Learn?

Understanding the impact of COVID-19 on an investor's mental well-being and behavior
Understand the physiology of fear and isolation and how this might impact investors
Develop conversation tools to keep investors focused on their goals

Course Curriculum

Wellness

Fear & Isolation

The Human Response

Evidence in the Market

Education
Environment
Engagement

10 Tips for Managing Emotions

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.

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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.