Course: Nathan and Ariel Meeting 1


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




Please note: Active CORE subscribers already have catalogue access to this course!


In this session, Hannah will be engaged in the first meeting with Nathan and Ariel. Hannah provides commentary and insights to give context and additional training.

This course has been accepted by the CFP Board and 2.5 CFP Board CE hours may be earned. Additionally, students who complete this (Nathan and Ariel Meeting 1) course can submit their experience hours and proof of completion to the CFP Board for 20 standard pathway experience hours.