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Exam for Private Wealth Management course
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Self-Study CPE Courses for Financial and Tax Professionals

Exam for Private Wealth Management course Private Wealth Management
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CPE Credit:
CFP®: 28

Licenses:
Certified Financial Planner®


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.

Download Price:  $139.00
Print Price:  $139.00

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Private Wealth Management

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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, Inc. 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 NASBA through its website: www.learningmarket.org. Sponsor # 107615.
Beacon Hill Financial Educators, Inc. 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 through its website: www.learningmarket.org. Sponsor # 050.
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