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Self-Study Continuing Education Courses for Financial Professionals
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Personal Financial PLanning: A Comprehensive Guide for Advisors ON SALE!
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Credits:
CFP®: 28
Licenses:
CFP PACE
Scroll down to order.
A Beacon Hill Course-in-a-Book® - courses based on industry books written specifically for financial advisors.
Course Description
This course is based on the book Personal Financial Planning by G. Victor Hallman and Jerry S. Rosenbloom. This course provides financial advisors with a detailed and comprehensive study of the key financial planning issues and questions facing the financial advisor. It provides the latest financial thinking and proven high return/low risk strategies in virtually every applicable area of financial planning.
Course and Credit Information
Course text: Personal Financial Planning by G. Victor Hallman and Jerry S. Rosenbloom (623 pages©2003, McGraw Hill Companies, Inc.).
Note: If you already own the book, you can buy the exam materials only: click on the course-image at the bottom of this page.
Exam and Grading: Included with course. Take the exam using the e-Exam interactive PDF form for instant online grading and certificate (can also be faxed in). See instructions included with course.
CFP® credits reported automatically.
Program delivery method: Self-study–print or download.
Program level: Overview; Course prerequisites: None; Advance preparation: None.
Subject Codes/Fields of Study: CFP Board, NAPFA: Financial Planning. NAPFA members: Download a course credit-by-subject chart from our Resources page.
Credit Information: CFP®,and PACE credit available in all states.
Course-sponsor number: CFP Board: 1008.
How to Order
Order online or by phone (800-588-7039)
To order online:
1. Optional) Log-in or Open an Account.
2. Enter quantity below
3. Click "Add to Cart," continue shopping or proceed to secure checkout.
Don't forget: Get 18% off when you order 3 or more courses.
Discounts and shipping/handling, if applicable, are added during checkout, just before payment.
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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
info@bhfe.com
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