Drew Meeting 1

Hannah · August 9, 2021

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.

This course has been accepted by the CFP Board and 2.0 CFP Board CE hours may be earned. Additionally, students who complete this (Drew Meeting #1) 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

+136 enrolled
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Course Includes

  • 7 Lessons
  • 9 Topics
  • 6 Quizzes