Austin and Lindsay 2

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

In this session, Hannah and the clients will be engaged in their second meeting where Hannah and the clients will be reviewing their financial projections with a focus on retirement planning.

Course learning objectives:

• Apply time value of money concepts and calculations to client scenarios
• Recognize insurance needs analysis
• Analyze client and planner attitudes, values and biases
• Summarize principles of counseling
• Recognize behavioral finance elements

Students who complete this course can submit their experience hours and proof of completion to the CFP Board for 50 Standard Pathway experience hours. The CFP Board CE portion of this course has been archived – no CE hours may be earned.