Sara and Steve 3

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 third meeting Hannah will discuss college planning with Sara and Steve. Additionally, Hannah will provide commentary and insights to learners as they watch to provide context and additional training.

Course learning objectives:

• Conduct and education needs analysis
• Identify Education savings vehicles
• Provide recommendations on education funding

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.