Four Pillars of Behavioral Asset Management

1 Hour CFP®, CIMA®, CPWA®, RMA®

Earn Financial Advisor CE Credits and Free CFP CE Credits with our course on behavioral finance and asset management. Enhance your advisory skills today!

While systematic and unsystematic risk are widely understood and controlled for in portfolio construction, behavioral risk has historically received less attention, but it is just as powerful in determining client outcomes.

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Free CE Course

Course Details

8 Lessons
1 Quiz
50 Minutes
1 CE Credit

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Who Is This For?

Financial advisors seeking to deepen their understanding of behavioral finance to enhance client decision-making and portfolio management.
Advisors pursuing CFP®, CIMA®, CPWA®, or RMA® certifications who want to integrate behavioral insights into their financial planning practices.
Professionals committed to improving client outcomes by mastering the identification and management of behavioral risks in investment strategies.
Advisors looking to differentiate their practice by effectively communicating complex economic concepts and behavioral principles in client-friendly terms.

What Will I Learn?

Understand and apply the four facets of behavioral risk
Develop and applicable understanding of the RAIN Model
Understand how to put into practice the three keys to behavior change
Understand how to put into practice the four ways to give advice that sticks

Course Curriculum

Introduction
Ego

Conservatism
Complexity

3 Part Test
The 3 Cs

The IKEA Effect
Conclusion

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.