Sara and Steve 4

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 fourth meeting, during which they will discuss life insurance and other insurance products. Additionally, Hannah will provide commentary and insights to learners as they watch to provide context and additional training.

Course learning objectives:

• Understand the principles of risk and insurance
• Analyze and evaluate risk exposures
• Identify life insurance needs
• Conduct insurance needs analysis

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.