Nathan and Ariel Meeting 5

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 fifth meeting, focusing on balancing the down stock market, rising interest rates, and funding a down payment on a new home.

Course learning objectives:

• Identify cash flow management techniques
• Name economic concepts
• Indicate market cycles
• Analyze behavioral finance techniques
• Recognize general principles of effective communication

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 The CFP Board CE portion of this course has been archived – no CE hours may be earned.