1 Hour CFP®, CIMA®, CPWA®, RMA®

Make Yourself Indispensable 

Master behavioral finance and earn Free CFP CE Credits with this expert-led course designed to elevate your financial advisory skills.  

Understanding how people make decisions is a critical skill for successful advisor-client engagement. This course helps advisors apply behavioral finance techniques to coach clients. 

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Free CE Course

Course Details

  • 3 Lessons
  • 7 Videos
  • 1 Quiz
  • 60 Minutes
  • 1 CE Credit
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18.9%

of clients give first priority to financial advisors’ ability to listen and understand their goals.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.theamericancollege.edu/knowledge-hub/research/what-do-clients-want-from-financial-advisors