Aaron and Rachel Meeting 1

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.

Students who complete this course can submit their experience hours and proof of completion to the CFP Board for 20 Standard Pathway experience hours. The CFP Board CE portion of this course has been archived – no CE hours may be earned.