Nathan and Ariel Meeting 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 engage in their second meeting where Hannah and the clients will review the client’s current cash flow, analyze mortgage options, review retirement projections and analyze future cash flow needs.

Course learning objectives:

• Identify effective cash flow management strategies
• Review retirement projections and retirement needs analysis
• Recognize principles of effective communication
• Assess financing strategies and debt management, specifically as it relates to mortgages
• Summarize behavioral finance elements that impact client communication

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 The CFP Board CE portion of this course has been archived – no CE hours may be earned.