Orion Resources

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

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

Advisor Tech

Event

Transforming Portfolio Data into Client-Ready Insights, Smarter Meetings, and Stronger Outcomes
Webinar
1 hour duration

CE Credit: 1 Hour +

Course

Behavioral Finance
Behavioral finance

Advisor Tech

Event

Leveraging Redtail’s Workflow Library
Opperational Efficiency
1 hour duration

CE Credit: 1 Hour

Course

Science of Influence
advisor influencing clients

Course

Behavioral Finance Tools
Behavioral Finance

CE Credit: 1 Hour +

Course

Ethics for CFP Professionals
CFP professional

CE Credit: 1 Hour

Course

Applied Behavioral Finance
Advisor-client relationship

CE Credit: 1 Hour

Course

Philanthropy 101
Orion advisors looking at a laptop

Wealth Management

Event

Master the 351 ETF Exchange
Wealth Management
1 hour duration

CE Credit: 1 Hour

Course

Communicating With Empathy
communicating with empathy with clients

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