Sara and Steve 6

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 sixth meeting, during which Hannah and the clients will evaluate Sara and Steve’s investments, decide how to use their extra funds, and discuss life insurance. Additionally, Hannah provides commentary and insights to learners as they watch to give context and additional training.

Course learning objectives:

• Identify the client’s insurance needs.
• Discuss possible investment strategies.
• Review asset allocation and portfolio diversification.
• Identify principles of effective communication.

This course has been accepted by the CFP Board and 1.5 CFP Board CE hours may be earned. Students who complete this course can submit their experience hours and proof of completion to the CFP Board for 50 standard pathway experience hours and to AFCPE for 25 AFC experience hours.