Wealthtech firm enhances education offering to help advisors grow their business, earn CE credit
Orion Advisor Solutions, a leading provider of wealthtech solutions for fiduciary advisors, announced today Orion Advisor Academy, a new on-demand learning platform that provides practical, actionable education for advisors to improve and grow their businesses while earning continuing education (CE) credits.
Built on the cornerstone of the research and insights of Dr. Daniel Crosby, Orion’s chief behavioral officer, Orion Advisor Academy offers a mix of CE-approved courses and practical training for running a successful fiduciary advisory firm taught by Orion’s award-winning experts, all at no cost to advisors. Advisors can access a wide range of courses for leadership, marketing, financial planning, behavioral finance, investing, operational processes, and more.
“With our introduction of the Orion Advisor Academy, we aim to become the go-to education resource for fiduciary advisors to learn better ways to grow their business and, ultimately, to promote better investor behavior,” said Crosby. “The intuitive on-demand experience provides advisors with fresh, actionable content, including exclusive behavioral finance education, client handouts and ready-to-use tools.”