Drew 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 and the client will be engaged in their first meeting where Hannah and the client will be evaluating the client’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 50 standard pathway experience hours and to AFCPE for 25 AFC experience hours. The CFP Board CE portion of this course has been archived – no CE hours may be earned.