Sara and Steve 1

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 first meeting, during which they will review their current financial situation and views on money. Additionally, Hannah will provide commentary and insights to learners as they watch to provide context and additional training.

Course learning objectives:

• Recognize that client meeting expectations differ between firms/planners 
• Analyze how client values affect their relationship with money
• Recognize potential sources of money conflict
• Identify ways planners can help clients realize potential retirement goals

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 2 CE hours.