[CFP^®, CPA Online Courses Home]

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

Search for courses:

You can search by Credit (Example "3 credits"), Title or Topic.

Your cart is empty.

Your courses are always concise and clear. Test questions pertain to important points, not just useless information."
-S.M., NC

“The quality of the material was very good. . . . The content was very strong and well written. . .”
- D.A., NH

"Great service. . . . Based on my experience with Beacon Hill, I would not hesitate to use their services again or refer them to others."
- S.N., MA

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 Mature Clients
Exam Materials Only
[ Print This Page ]

Credits:
CFP^®: 8

Licenses:
CFP
PACE

If you already own the book Advising Mature Clients: The New Science of Wealth Span Planning by Neal E. Cutler, PhD., you can purchase and take the exam and earn continuing education credit.

Includes exam, grading, CFP^® credit reporting, and certificate of completion.
CFP^® and NAPFA subject areas: Principles of Financial Planning, Insurance, and Retirement Planning.

Note: For a full course description or if you want to purchase the complete course (book and exam), click on the course-image at the bottom of the page.

How to Order

Order online or by phone (800-588-7039)
To order the exam online:

Enter quantity below
Select purchase option (Print or Download Version)
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!

Print Price: $59.00

Download Price: $59.00

Quantity

Purchase Option:

People who purchased the above item were also interested in this related item

Advising Mature Clients

	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.

Online Store by Webfodder

Self-Study Continuing Education Coursesfor Financial Professionals

Self-Study Continuing Education Courses
for Financial Professionals