If you already own the book Private Wealth Management by G. Victor Hallman and Jerry S. Rosenbloom (8th ed.), you can purchase the exam only as a means of earning CFP® continuing education credit. If you do not own the book, you will need to purchase the full course (book and exam), as the exam is based on the book. To purchase the full course - scroll down for the link-icon showing the cover of the book.
In a hurry? Purchase the electronic edition of the book from the publisher and the exam materials from Beacon Hill.
Kindle edition of the book from Amazon.
Purchase the e-Book edition of the book directly from the publisher (www.mhprofessional.com).
Purchase the PDF/download exam materials below.
Note: For a full course description or if you want to purchase the complete course (hardcover book and exam), click on the course-image at the bottom of the page.
Included: exam, grading, CFP® credit reporting, and certificate of completion.
CFP® and NAPFA subject areas: Principles of Financial Planning.
How to Order
Order online or by phone (800-588-7039)
To order online:
1. Optional) Log-in or Open an Account.
2. Select how you would like to receive the exam (printed exam sent in the mail or a PDF file of the exam downloaded to your computer.
3. Enter quantity below.
4. 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.
Private Wealth Management
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.
