1 Hour CFP®, CIMA®, CPWA®, RMA®

The Psychology of Concentrated Wealth

Learn strategies to manage concentrated stock positions. Earn Free CFP CE Credits with our course designed for financial advisors.

Concentrated equity positions represent a unique psychological challenge given that they are often accumulated via personal entrepreneurship or through a long-term commitment to a company. Learn about the unique behavioral biases accompanying concentrated wealth and how to provide a conversational framework to help these clients.

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Free CE Course

Course Details

  • 3 Lessons
  • 10 Videos
  • 1 Quiz
  • 1 Hour
  • 1 CE Credit
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Course Curriculum

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