1 Hour CFP®, CIMA®, CPWA®, RMA®

Science of Influence

Learn how to influence clients to take your advice with our Science of Influence course. Earn free CFP CE credits while learning cutting-edge AI techniques to boost your financial planning strategies. In this course you will explore the skills and knowledge necessary to persuade your clients to take your advice, through gaining an understanding of the psychology of influence. 

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Free CE Course

Course Details

  • 8 Lessons
  • 1 Quiz
  • 50 Minutes
  • 1 CE Credit
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Over 80%

of financial advisors believe that applying financial psychology benefits their clients in a variety of ways.1

Course Curriculum

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.

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All Your Credits. 
One Place.

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

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With our easy-to-use mobile app and digital platform, you can learn on-the-go — anytime, anywhere.

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Learn to Grow with
Orion Advisor Academy

Enroll today to earn CE credit and access education that changes the conversation — all completely free.

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1https://emoneyadvisor.com/blog/the-role-of-financial-psychology-in-financial-planning-today/