Aaron and Rachel Meeting 1

Hannah · August 27, 2021

Join us as you sit in on a real client meeting with commentary from the financial planner – Hannah Moore, CFP.

In this session, Hannah will be engaged in the first meeting with Aaron and Rachel. They will be evaluating the Aaron and Rachel’s values and goals. Hannah provides commentary and insights to give context and additional training.

This course has been accepted by the CFP Board and 2.5 CFP Board CE hours may be earned. Additionally, students who complete this (Aaron & Rachel Meeting 1) course can submit their experience hours and proof of completion to the CFP Board for 20 standard pathway experience hours.

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Course Includes

  • 7 Lessons
  • 9 Topics
  • 6 Quizzes