1 Hour CFP®, CIMA®, CPWA®, RMA®

Powerful Personalization for Every Investor

Learn personalized investment strategies with direct indexing and tax management. Earn Free CFP CE Credits in this course designed for financial advisors.

This presentation is meant to teach the advisor how they can educate their clients on direct indexing, tax management, and how to personalize portfolios in ways that meet investors' specific investment goals, objectives, and values. The hardest thing an advisor may face is how to show their expertise in ways that can resonate with their clients.

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Free CE Course

Course Details

  • 5 Lessons
  • 9 Videos
  • 1 Quiz
  • 1 Hour
  • 1 CE Credit
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Who Is This For?

  • Financial advisors seeking to refine personalized investment strategies.
  • Advisors pursuing CFP®, CIMA®, CPWA®, or RMA® certifications. 
  • Professionals aiming to deliver customized solutions that resonate with clients.

What Will I Learn?

  • Understand the benefits and features of direct indexing within the industry.
  • Understand the benefits of proactive tax management.
  • Help the advisor learn how to educate their clients.

$800 Billion

Cerulli projects direct indexing assets will top $800 billion by 2026.1

Course Curriculum

Chapter 1
  • Introduction

Chapter 2
  • What Do Clients Want?
  • Direct Indexing Illustrated

Chapter 3
  • Direct Indexing Use Cases
  • Target Portfolio Options

Chapter 4
  • Direct Indexing Key Features, Part 1
  • Direct Indexing Key Features, Part 2
  • Direct Indexing Key Features, Parts 3 & 4

Chapter 5
  • Conclusion

Continuing Education Quiz
  • 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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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.

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Fulfill your CE requirements while enhancing your skills and knowledge  — all at no cost to you.

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With 30+ CE credits, including CFP Ethics, completing your annual continuing education requirements has never been easier.

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1Source: Cerulli Associates Projects Direct Indexing Assets to Top $800 Billion by 2026 While Outpacing Growth of ETFs, Mutual Funds, and SMAs, Cerulli, 2022.

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