Self-Study Continuing Education Courses
for Financial Professionals

Advising Mature Clients View Table of Contents [ Print This Page ] Credits: CFP®: 8 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 Mature Clients: The New Science of Wealth Span Planning by Neal E. Cutler, PhD. About Advising Mature Clients This book provides a comprehensive course of study for financial advisors on advising mature clients, based on the Wealth Span Model framework for analyzing their financial health needs. Cutler covers the latest trends in retirement, longevity, health and long-term care, and other key issues that must be taken into consideration when developing financial plans. Strategies are presented for developing solid financial plans that will help planners provide for their clients’ needs under all conceivable conditions. From the publisher “Traditionally, financial advisors focused on the growth of assets prior to retirement and aging. But, due to a dramatic shift in the economic profile and life expectancies of Americans and their dependents, there is a growing need for expert guidance on maintaining resources during the middle and later years." Written by a leading national expert, this book is a thorough guide to advising mature clients for financial advisors, investment counselors, and attorneys. Course Information  What's Included Book (published 2002 by John Wiley and Sons, Inc., 247 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; Insurance; Retirement 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:  $99.00 Quantity