All CFP CE-Courses : Private Wealth Management
Private Wealth Management #1942
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This is a Beacon Hill Course-in-a-Book® –CE courses based on popular industry books written specifically for financial advisors.
This course is based on the book Private Wealth Management by G. Victor Hallman and Jerry S. Rosenbloom. 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.
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Program Delivery Method: Self-study
Author: G. Victor Hallman and Jerry S. Rosenbloom
Course Text: Private Wealth Management (9th Ed., 670 pages ©2015, McGraw Hill Education).
This course includes a printed book and study guide, which we mail to you
If you already own the book, you may purchase the study guide and exam only.
Choose "Exam Only" below
Course Exam: Included in price (including retakes)
Exam questions are online and may be printed
The exam questions are also included with all print (mailed) courses
Taking Exam: Take exam online from your "My Courses" page
Exam may be started, stopped, & resumed
Results and certificate available immediately
Subject Codes/Fields of Study: Financial Planning
(additional NAPFA subjects-see Table of Contents)
Program Level of Complexity: Overview
Course Prerequisites: Basic familiarity with financial planning concepts
Advance Preparation: None
CE Credit Information
This course is registered with the CFP Board (CFP Board Course ID# 196433)
CFP® CE credit available in all states
Program Sponsor Information
CFP Board: #1008. CFP Board credits are reported weekly
How To Register Online
1. Enter Quantity, Select Format: Print (Book & Exam) or
Exam Only (Online), Add to Cart
2. Click Begin Secure Checkout or Continue Shopping
3. Login or Create an Account when prompted
Once purchased, your online exam for this course will be available
anytime from your "My Courses" page in "My Account"
Print courses may also be purchased by phone: 800-588-7039 (Bus./EST)
Don't forget: Get 18% off when you order 3 or more courses
Discounts and shipping/handling, if applicable, are added during checkout
|Online Exam only (you have the book) Price
|Print (+ Postage) Price
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