Orion Resources

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

CE Credit: 1 Hour

Course

Philanthropy 101
Orion advisors looking at a laptop
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CE Credit: 1 Hour +

Course

Behavioral Finance
Behavioral finance
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Advisor Tech

Event

Introducing a New AI Meeting Experience Directly Inside Redtail
Event
1 hour duration
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CE Credit: 1 Hour

Course

Science of Influence
advisor influencing clients
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Course

Behavioral Finance Tools
Behavioral Finance
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CE Credit: 1 Hour

Course

The Growing Influence of AI in the Industry & How Advisors Can Use It
AI for Financial Advisors | Free CFP CE Credits
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Advisor Tech

Event

Transforming Portfolio Data into Client-Ready Insights, Smarter Meetings, and Stronger Outcomes
Webinar
1 hour duration
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CE Credit: 1 Hour +

Course

Ethics for CFP Professionals
CFP professional
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CE Credit: 1 Hour

Course

Delivering Value Throughout the Client Lifecycle Course Page
orion advisor academy course
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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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Advisor Tech

Event

Leveraging Redtail’s Workflow Library
Opperational Efficiency
1 hour duration
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CE Credit: 1 Hour

Course

Powerful Personalization for Every Investor
Orion Custom Indexing Advisor Helping Client
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