Orion Resources

Ebooks, whitepapers, guides, and more to help you grow.

Topic

CE Credit: 1 Hour +

Course

Ethics for CFP Professionals
CFP professional
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CE Credit: 1 Hour

Course

How to Invest Like an Institution
advisor and client
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CE Credit: 1 Hour

Course

Behavioral Alpha: An Advisor's Greatest Value
behavioral finance advisor
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Wealth Management

Event

2023…A Recession that Refused to Arrive; A Rally that Few Expected!  So, What Might 2024 Hold for Investors?
Wealth Management
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Advisor Tech

Event

Spend Wisely, Utilize Fully: Don't Settle for 25% Functionality & Service in Your Tech Tools
Opperational Efficiency
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CE Credit: 1 Hour

Course

Perspectives on Market Volatility
How to Talk to Clients About Market Volatility
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CE Credit: 1 Hour

Course

The Mind and the Market 2024
Financial decision making
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CE Credit: 1 Hour +

Course

Behavioral Finance
Behavioral finance
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CE Credit: 1 Hour

Course

BeFi at the Reins: Money in Motion Across the Lifespan
Behavioral Finance
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Advisor Tech

Event

Become a Triple Threat: Grow Your Client Relationships with Investment Management, Financial Planning, & BeFi
Business Growth
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CE Credit: 1 Hour

Course

Navigating Uncertainty
People discussing Navigating Investing in Volatile Markets
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Advisor Tech

Event

Client Experience & Operational Excellence: The Power of Technology in Wealth Management
Opperational Efficiency
1 hour duration
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