Barbi Meeting 3

Hannah · March 29, 2022

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 client will be engaged in their third meeting where Hannah and the clients will be evaluating the client’s current cash flow and budgeting needs in context of their larger financial goals.

Course learning objectives:

  • Assess different cash flow management methods
  • Analyze client’s current cash flow management methods and find ways to adapt to long-term client goals
  • Review general behavioral finance topics
  • Recognize general principles of counseling

This course has been accepted by the CFP Board and 3 CFP Board CE hours may be earned. Additionally, students who complete this (Barbi Meeting 3) course can submit their experience hours and proof of completion to the CFP Board for 20 standard pathway experience hours.

About Instructor

Hannah

28 Courses

+128 enrolled
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Course Includes

  • 7 Lessons
  • 8 Topics
  • 6 Quizzes