Drew Meeting 2

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 Drew will be engaged in their second meeting where Hannah and Drew will be reviewing and identifying gaps in the client’s insurance policies.  Additionally, Hannah provides commentary 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 The CFP Board CE portion of this course has been archived – no CE hours may be earned.