Sara and Steve 7

Join us as you sit in on a real client meeting with commentary from the financial planner – Hannah Moore, CFP®️.

In this engaging final meeting, you will witness how Hannah skillfully navigates the complexities of financial planning, with a particular focus on the crucial step of implementation. Whether you are well-versed in financial concepts or just starting out, this session will shed light on how to overcome common challenges in executing financial recommendations, even for experienced clients. Hannah’s insightful commentary and interactive approach make complex decisions easier to understand, empowering clients with clarity and peace of mind. Join this session to learn how effective communication and strategic planning can help clients confidently take control of their financial futures.

Course learning objectives:

• Identify hurdles to client implementation and propose solutions to overcome them.
• Discuss the integration of client mindset and financial decision-making.
• Review strategies for ongoing client engagement to ensure plan execution.
• Analyze the role of effective communication in empowering clients to manage their finances independently.

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.