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

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.