A Beacon Hill Course-in-a-Book® - courses based on industry books written specifically for financial advisors.
This course is based on the book Expert Financial Planning: Investment Strategies From Industry Leaders edited by Robert C. Arffa, M.D.
About Expert Financial Planning
This book provides a single-source overview of the major financial planning topics, based on the writings and interviews of nationally recognized financial experts including John C. Bogle, Richard Driehaus, Peter Katt, Weston Wellington, Gregory D. Curtis, Jay Mueller, CFA, and many more . . . .
Here is top-level financial planning advice for professionals who counsel affluent clients, as well as for savvy individual investors looking to make the most of their incomes for years to come.
Course Information What's IncludedBook (410 pages,
©2001, John Wiley & Sons, Inc), 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 InformationCFP
® and PACE credit available in all states.
Field(s) of Study: Investments; 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) .
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Don't forget: Get 18% off when you order 3 or more courses!