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Beacon Hill Financial Educators: CFP, CPA Online Courses, CFP, CPA Self Study and Online Exams. CFP, CPA Certification, Financial Education
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Self-Study Continuing Education Courses
for Financial Professionals

Beacon Hill Financial Educators: CFP, CPA Online Courses, CFP, CPA Self Study and Online Exams. CFP, CPA Certification, Financial Education Advising Entrepreneurs
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Credits:
CFP®: 14

Licenses:
CFP
PACE

A Beacon Hill Course-in-a-Book® - courses based on industry books written specifically for financial advisors.
This course is based on the book Advising Entrepreneurs: Dynamic Strategies for Financial Growth by Marc J. Lane.

About Advising Entrepreneurs
This book provides knowledge and insight on how best to advise entrepreneurial clients through every stage of starting and owning a business, including

  • The easiest and cheapest way to start a business;
  •  How to deal with venture capitalists and locate other sources of financing;
  •  Ways to measure different tax treatments;
  •  Risk management and shielding assets;
  •  Compensation for the entrepreneur and employees.
    • From the publisher:
    "Advising Entrepreneurs helps you address the special needs of your entrepreneurial clients. With the growing interest in starting small businesses, entrepreneurs are looking for expert advice and guidance to help them overcome the legal, tax, and financial challenges they face."


    Course Information 

    What's Included
    Book (published 2001 by John Wiley & Sons, Inc., 320 pages), exam, answer sheet, 24-hour grading, certificate of completion, reporting to CFP Board.
    Note: If you already own the book, you can buy the exam materials only: click on the course-image at the bottom of the page.

    Additional CE credit Information
    CFP® and PACE credit available in all states.

    Field(s) of Study: Financial Planning; Retirement Planning; Insurance & Risk Management ; Estate Planning
     (NAPFA members: Go to the Resources page for a printable chart listing courses by NAPFA subject-area and recommended credit allocation).
    Program delivery method: Self-study–print.  


    How to Order

    Order online or by phone (800-588-7039) .
    To order online:
    • Enter quantity below
    • Click "Add to Cart."

    Discounts and shipping/handling, if applicable, are added during checkout, just before payment.

    Don't forget: Get 18% off when you order 3 or more courses!

    Price:  $139.00

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    Beacon Hill Financial Educators 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417, Web site: www.nasba.org.
    CFP®, CERTIFIED FINANCIAL PLANNER®, and 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.
    Beacon Hill Financial Educators is a qualified sponsor of continuing professional education required for individuals enrolled to practice before the Internal Revenue Service (enrolled agents) and are in compliance with the requirements of Treasury Department Circular No 230, section 10.6(g).

    We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.
    Copyright © 2001 - 2006 Beacon Hill Financial Educators. All Rights Reserved.
    144 Cape Newagen Road, Southport, ME 04576
    Phone - (toll free): 800.588.7039 - Fax: 877.902.4284
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