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

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.