A Beacon Hill Course-in-a-Book® - courses based on industry books written specifically for financial advisors.
This course is based on the book Personal Financial Planning by G. Victor Hallman and Jerry S. Rosenbloom
About Personal Financial Planning
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 Information What's IncludedBook (623 pages,
©2003, McGraw Hill Companies, 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: Financial 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) .
To order online:
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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!