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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 Expert Financial Planning
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Credits:
CFP®: 20

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 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 Included
Book (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 Information
CFP® 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.  



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

Price:  $149.00

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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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