Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

Leadership Begins With You
Earn Financial Advisor CE Credits and Free CFP CE Credits with our course on leadership for financial advisors. Strengthen your leadership skills and grow your practice!
This course explores The Big Five personality trait model. Understanding personality science is an evidence-based approach for advisors to gain a better understanding of themselves and the clients they serve.
Course Preview
Who Is This For?
What Will I Learn?
Course Curriculum
Chapter 1
Chapter 2
Chapter 3
Chapter 4
Chapter 5
Chapter 6
Use This Tool Within Your Practice
CE Quiz
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.
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.
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Orion Advisor Academy
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Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.
2566-OAT-10/7/2024