Shop Courses > Private Wealth Management

Private Wealth Management#194219

Financial Planning

Online Exam ONLY (You Have Book)
$169.00

Credit
Amount
CFP®
28
Course Author: G. Victor Hallman and Jerry S. Rosenbloom Field of Study (CFP): Financial Planning

Course Description

This is a Beacon Hill Course-in-a-Book™ title: A self-study CE course that is based on an industry book that is popular with financial professionals.

NOTE: The hardcopy book for this course is temporarily unavailable. However, you may purchase the e-Book directly from Amazon and the online exam from us (at a reduced price):
1. Purchase the e-Book: You will access the course-book from the Amazon website.
2. Purchase the exam-only from this website: Select the Purchase Option (above): “Online Exam ONLY (You Have the Book),” accept the CFP® Credit Reporting Fee, then checkout. You will access the online exam from your courses page in My Account on this website.

This course and exam are based on the book Private Wealth Management by G. Victor Hallman and Jerry S. Rosenbloom (9th Ed., 670 pages ©2015, 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.