Orion Resources

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

CE Credit: 1 Hour +

Course

Ethics for CFP Professionals
CFP professional
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Event

New User Series - Enhancing Client Engagement
Event
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CE Credit: 1 Hour

Course

Annuities 101: How and When to Use Commission-Free Annuities in a Financial Plan presented by DPL Financial Partners
commission free annuities
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CE Credit: 1 Hour

Course

All is Mind: The Unexpected Role of Psychology in Life's Successes and Failures
Psychology of Human Behavior
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CE Credit: 1 Hour

Course

5 Questions to Ask Your Business Owner Clients and Prospects
Questions to ask a business owner
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CE Credit: 1 Hour

Course

Understanding the Life of a Business Owner
understanding the mindset of a business owner
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CE Credit: 1 Hour

Course

Applied Behavioral Finance
Advisor-client relationship
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CE Credit: 1 Hour +

Course

Behavioral Finance
Behavioral finance
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Advisor Tech

Event

Critical Client Facts at Your Fingertips With Intulse + Redtail
Opperational Efficiency
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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

Make Yourself Indispensable
Behavioral finance techniques
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CE Credit: 1 Hour

Course

Communicating With Empathy
communicating with empathy with clients
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