Jeff and Jenny 3

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 third meeting where Hannah and the clients will be discussing the client’s emergency funds and investment planning.

Course learning objectives:

• State key elements of the financial planning process
• Indicate financial strategies and debt management
• Recognize market cycles
• Summarize portfolio development and analysis
• Analyze general principles of effective communication
• Differentiate client and planner attitudes, values and biases

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 The CFP Board CE portion of this course has been archived – no CE hours may be earned.