Orion Resources

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

Topic

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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CE Credit: 1 Hour +

Course

Ethics for CFP Professionals
CFP professional
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CE Credit: 1 Hour +

Course

Behavioral Finance
Behavioral finance
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Advisor Tech

Video

Whatever Your Why: Todd Nuttall
Orion advisor explaining financial plan
Watch Video

CE Credit: 1 Hour

Course

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

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

Course

Philanthropy 101
Orion advisors looking at a laptop
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Course

Behavioral Finance Tools
Behavioral Finance
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Advisor Tech

Event

From CRM to Conversation Intelligence: The Redtail + Zocks Advantage
Opperational Efficiency
1 hour duration
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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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