5 Hours CFP®, CIMA®, CPWA®, RMA®

Behavioral Finance 

Explore behavioral finance and earn free CFP CE Credits. Learn how to guide clients’ decisions with psychology-driven financial planning strategies.

This course takes a sweeping tour of human nature before arriving at the specifics of application. It is only as we come to a deep understanding of “why” our clients behave as they do that we are left with any clue as to “how” we can help. 

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Free CE Course

Course Details

  • 6 Lessons
  • 1 Quiz
  • 5 Hours
  • 5 CE Credits
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48%

of financial advisors increased client retention, thanks to behavioral finance.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.statista.com/statistics/1249682/main-benefits-of-behavioral-finance-worldwide/