Jeff and Jenny 4

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 fourth meeting where the clients will announce a big life change and Hannah and the clients will move forward with investment decisions.

Course learning objectives:

• Assess cash flow management
• Identify different education funding
• Review characteristics, uses and taxation of investment vehicles
• Analyze client and planner attitudes, values, and biases
• Recognize principles of counseling

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 The CFP Board CE portion of this course has been archived – no CE hours may be earned.