Free CE Course

Course Details

  • 4 Lessons
  • 1 Quiz
  • 60 Minutes
  • 1 CE Credit
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1 Hour CFP®, CIMA®, CPWA®, RMA®

Understanding the Life of a Business Owner

Understand the mindset of a business owner and earn free CFP CE credits with this engaging, online course designed for financial professionals.

To successfully target and work with business owners, you must first understand them, their lives, and their business, and their goals. This course explores the role of a financial advisor in relation to the business owner, how you can add value to the advisor-business owner relationships, and how you can differentiate yourself in the marketplace to attract business owners to your practice. 

Take Me To The Course

64%

of HNW individuals believe in paying advisors based on investment performance, service quality, and a pay-as-you-go model.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.

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.

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1https://www.envestnet.com/business-intelligence/supporting-high-net-worth-investors-at-scale