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.

Students who complete this course can submit their experience hours and proof of completion to the CFP Board for 20 Standard Pathway experience hours. The CFP Board CE portion of this course has been archived – no CE hours may be earned.

About Instructor

Hannah

40 Courses

+232 enrolled
Not Enrolled

Course Includes

  • 7 Lessons
  • 9 Topics
  • 6 Quizzes