Course Description
This is a Beacon Hill Course-in-a-BookTM title: A self-study CE course that is based on an industry book that is popular with financial professionals.
For this Course-in-a-BookTM title, you have two purchase options:
– Purchase the “Hardcopy Book (mailed), Online Exam” or
– Purchase the “Online Exam ONLY (You Have the Book)” – In this case you already own the book or you will be purchasing the e-Book from the publisher.
Course Description:
This course and exam are based on the book Private Wealth Management by G. Victor Hallman and Jerry S. Rosenbloom (9th Ed., 670 pages ©2023, McGraw-Hill Education).
This course provides financial advisors with a detailed and comprehensive study of the key financial planning issues and questions facing the financial advisor. It provides the latest financial thinking and proven high return/low risk strategies in virtually every applicable area of financial planning.
