John and Diana Meeting 5

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 engages in the fifth meeting with John and Diana. In this meeting, Hannah and the client discuss retirement income planning, mortgage and debt management strategies as well as specific insurance recommendations. Hannah provides commentary and insights to give context and additional training throughout the meeting.

Course learning objectives:

  • Apply retirement income strategies to client scenario
  • Analyze debt management strategies and how it impacts overall retirement income planning
  • Evaluate specific insurance policies and insurance company recommendations
  • Understand more deeply client and planner attitudes, values, and biases and how it impacts a clients financial plan

Students who complete this course can submit their experience hours and proof of completion to the CFP Board for 20 Standard Pathway 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 The CFP Board CE portion of this course has been archived – no CE hours may be earned.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
  • 8 Topics
  • 6 Quizzes