Nathan and Ariel Meeting 5

Hannah · October 30, 2022

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

This course has been accepted by the CFP Board and 1 CFP Board CE hour may be earned. Additionally, students who complete this (Nathan and Ariel Meeting 5) course can submit their experience hours and proof of completion to the CFP Board for 20 standard pathway experience hours.

About Instructor


28 Courses

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Course Includes

  • 7 Lessons
  • 5 Topics
  • 6 Quizzes