Austin and Lindsay 3

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 third meeting where Hannah and the clients will be reviewing and planning for specific college planning and life insurance needs. 

Course learning objectives:

• Assess education needs analysis
• Differentiate different sources of education funding
• Identify life insurance key elements like individual and group policies
• Review life insurance needs analysis
• Recognize emotional sources of money conflict and disagreement
• Summarize general principles of effective communication

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 The CFP Board CE portion of this course has been archived – no CE hours may be earned.