Drew Meeting 2

Hannah · August 27, 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 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.

This course has been accepted by the CFP Board and 2.0 CFP Board CE hours may be earned. Additionally, students who complete this course (Drew Meeting 2) can submit their experience hours and proof of completion to the CFP Board for 20 standard pathway experience hours.

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28 Courses

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Course Includes

  • 7 Lessons
  • 7 Topics
  • 6 Quizzes