Join us as you sit in on a real client meeting with commentary from the financial planner – Hannah Moore, CFP.
In this session, Hannah meets with Drew again!
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 The CFP Board CE portion of this course has been archived – no CE hours may be earned.
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Course Includes
- 7 Lessons
- 9 Topics
- 6 Quizzes
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