Sara and Steve 2

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 second 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

This course has been accepted by the CFP Board and 2 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.