Jeff and Jenny 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 the clients will be engaged in their second meeting where Hannah and the clients will be reviewing their college planning techniques as well as their specific estate planning needs.

Course learning objectives:

• Estimate educational needs analysis
• Review education funding
• Interpret cash flow management
• Recognize estate and incapacity planning documents
• Assess behavioral finance techniques
• Recognize general principles of effective communication

Students who complete this course can submit their experience hours and proof of completion to the CFP Board for 50 Standard Pathway experience hours. The CFP Board CE portion of this course has been archived – no CE hours may be earned.