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The M Word: The Money Talk Every Family Needs to Have About Wealth and Their Financial Future#195124

Online Book, Online Exam

$69.00

Hardcopy Book, Online Exam

$84.00

Course Option

Credit

Amount

CFP^®

7.5

CDFA^®

7.5

Course Author: Lori R. Sackler Field of Study (CFP): Financial Planning Field of Study (CDFA): Financial Planning

Course Details, Learning Objectives, Table of Contents

Course Description

Course Description
This course was updated on 2/21/24.

The M Word: The Money Talk provides advisors with the tools to help families communicate about money matters through all of life’s transitions–changes in financial circumstances, remarriage and merging families, retirement, preparing heirs, and transferring wealth.