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.

For experience hours seekers, please complete all of the required pieces of this course to earn 50 CFP Board standard pathway hours or 25 AFC experience hours. 

For CE seekers, you can complete the quiz at the end of the meeting commentary to earn 1.5 CE hours.