1 Hour CFP®, CIMA®, CPWA®, RMA®

How to Invest Like an Institution 

Learn effective investment practices to elevate your advisory skills and deliver smarter outcomes for your clients. Earn free CFP CE credits.  

Learn an institutional approach to investing that could serve not only as the foundation for better investment outcomes for your clients but also potentially make those clients and their portfolios less likely to leave your firm and make your conversations with prospective clients more compelling and successful.

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Free CE Course

Course Details

  • 3 Lessons
  • 7 Videos
  • 1 Quiz
  • 60 Minutes
  • 1 CE Credit
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60%

of retail investors trust the financial services industry, compared to 86% of institutional investors.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://medium.com/the-public-blog/the-retail-investor-report-theyre-not-leaving-so-what-s-next-48ac7de2d59a

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