1 Hour CFP®, CIMA®, CPWA®, RMA®

Navigating the Market, Economic, and Policy Implications of the 2024 Election

Earn Free CFP CE Credits with our course on the stock market during presidential election years. Learn key strategies to navigate market volatility and protect your client's portfolios.

Join us for a timely and insightful webinar where Orion OCIO’s Chief Investment Officer, Tim Holland, CFA® engages in a dynamic conversation with Steve Pavlick, Head of Policy Research at Renaissance Macro Research, on the upcoming election and what it might mean for the US stock market and economy. From the race to the White House, to the battle for control of Congress, Tim and Steve will explore the policy proposals and positions of the major candidates and parties; what the polling says about the state of the race today and how the vote could impact major and minor market sectors – and your client’s portfolios.

Free CE Course

Course Details

  • 4 Lessons
  • 1 Quiz
  • 1 Hour Duration
  • 1 CE Credit

Who Is This For?

  • Advisors looking to deepen their market knowledge during election years to better guide clients.
  • Financial professionals committed to earning CFP®, CIMA®, CPWA®, or RMA® certifications while staying informed on policy changes.
  • Advisors seeking to enhance their expertise in economic analysis to improve client portfolios and grow their practice.

What Will I Learn?

  • Gain insights into potential election outcomes and their impact on financial markets.
  • Understand the implications of election results on major and minor sectors.
  • Explore the dynamics of China-US trade relations and its relevance to investment strategies.
  • Understand the potential role of Congress in supporting key allies amidst global tensions.
Election fears affect

57%

of surveyed investors.

A recent survey from Betterment1 makes clear the importance of financial advisors being prepared to discuss the election with their clients.

Course Curriculum

Chapter 1

The June 2024 Debate

Chapter 2

Geo-Political Risks

Chapter 3

Stocks & Elections + Perspectives on the Polls

Chapter 4

The 2024 Presidential Election

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.

1Source: Retail Investor Survey, Betterment, 2024.

Outsourced Chief Investment Officer (OCIO) services offered by TownSquare Capital, LLC (“TSC”), an Orion Company. TSC is a registered investment advisor.

Compliance Code: 2 2 1 6, TownSquare Capital, August 28, 2024