[CFP®, CPA Online Courses Home] Self-Study Continuing Education Courses for Financial Professionals
Beacon Hill Financial Educators self-study course based on Personal Financial Planning by Hallman and Rosenbloom for CFP continuing education credit.
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Self-Study Continuing Education Courses
for Financial Professionals

Beacon Hill Financial Educators self-study course based on Personal Financial Planning by Hallman and Rosenbloom for CFP continuing education credit. Personal Financial PLanning:
A Comprehensive Guide for Advisors
ON SALE!
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Credits:
CFP®: 28

Licenses:
CFP
PACE

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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)
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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.

Price:  $179.00

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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 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.
Beacon Hill Financial Educators is registered with the National Association of State Boards of Accountancy as a Quality Assurance Service (QAS) sponsor of continuing professional education. Participating state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding QAS program sponsors may be addressed to NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org. Sponsor #50.
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.
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Phone - (toll free): 800.588.7039 - Fax: 877.902.4284
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