Austin and Lindsay 7

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 seventh meeting where Hannah and the clients will be evaluating Austin and Lindsay’s decision on how to fund their new franchise.

Course learning objectives:

• Evaluate financial strategies and debt management
• Assess characteristics and income taxation of business entities
• Summarize client and planner attitudes, values and biases
• Review behavioral finance characteristics
• Recognize principles of counseling
• Analyze general principles of effective communication

For experience hours seekers, please complete all of the required pieces of this course to earn 50 CFP Board standard pathway hours or 25 AFC experience hours. 

For CE seekers, you can complete the quiz at the end of the meeting commentary to earn 2 CE hours.