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The Growing Influence of AI in the Industry and How Advisors Can Use It (Orion Advisor Academy)

From Orion (Orion Advisor Solutions)

Go to the official page ↗Direct official link

What you'll learn

You learn what ChatGPT can and cannot do, where AI helps or hurts an advisory practice, and the dos, don'ts and ethics of using it with clients, earning one CFP or IWI CE hour.

  • How ChatGPT works and what it is not
  • Positive and negative uses of AI
  • Dos and don'ts of AI use
  • Best practices for using ChatGPT
  • Ethical and responsible AI use

Source: the provider's official page ↗

Is this right for you?

Level
Beginner People new to this. You can start today with no experience.
What you get
Hands on skills you can use right away. No certificate, so the proof is what you do with it. It costs nothing to take.
How you learn
Online, self paced.
How to use it
Turn it into proof: use the skill on one real task at work, put the result on your résumé, and lead with that story in interviews.
Why it's worth it
Real skills you can put to work right away. Use them on the job, show the results, and you have a story that beats a stack of certificates.
What you will payLearning is freeNo free award is included. Any exam or certificate is a separate cost.
Time
1 CE hour.
Before you start
Advisor Academy access; quiz score of 70 percent or higher for CE.
How you are tested
Online, self paced through Orion Advisor Academy.
Renewal
None stated.
Full cost details
Free.
Where it applies
Online; CE credit is for CFP Board and Investments and Wealth Institute designations.
Checked at the source Oct 23, 2026
Sources and what we verifiedOrion Advisor Academy course page: free CE, 1 hour CFP, CIMA, CPWA, RMA, quiz, topics ↗

What we verified: Page labels it a free CE course with 1 hour of credit and a 70 percent quiz. No certificate described, so awardType none. Content appears to date from 2024.

Fees and eligibility can change. Confirm current terms with the issuer before you pay.

Also listed for: AI for Financial Advisers and Investment Analysts