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All CFP CE-Courses : Private Wealth Management

Private Wealth Management  #1942



View Table of Contents / Learning Objectives

Credits
CFP® 28.0

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Course Description

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.

Course Information
Open link above to view Table of Contents and Learning Objectives.
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   $139.00
Print (+ Postage) Price   $189.00

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CFP , CFP®, CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
CPE Beacon Hill Financial Educators, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org
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Phone - (toll free): 800.588.7039 - Fax: 877.902.4284
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