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Private Wealth Management #194219

Financial Planning

Online Exam ONLY (You Have Book)
$169.00

Credit
Amount
CFP®
28
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 has limited availability (check this link at Amazon). However, you might be able to purchase the e-Book (again, depending on availability) directly from Amazon. Once you obtain a copy of the book, you will need to purchase separately the online exam from us:

Purchase the exam-only: Go to Shop for Courses and search for the course. Select the Purchase Option: “Online Exam ONLY (You Have the Book).”

You will also need to accept the CFP® Credit Reporting Fee.

Checkout.

You will access the online exam from your courses page in My Account on this website.

About this Course:

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.