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 first client meeting where Hannah will get to know Nathan and Ariel and help them articulate their financial goals. Additionally, Hannah provides commentary and insights to learners as they watch to give context and additional training.
Course learning objectives:
- Indicate client and planner’s attitudes, values, and biases
- Assess financial statements, specifically the net worth statement and how it applies to a client’s financial situation
- Identify general client communication techniques and application to client relationships
- Review general principles of effective client communication
This course has been accepted by the CFP Board and 1.5 CFP Board CE hours may be earned. Additionally, students who complete this (Nathan and Ariel Meeting 1) course can submit their experience hours and proof of completion to the CFP Board for 20 standard pathway experience hours.