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Beacon Hill CE | CFP® and NAPFA self-study CE course on Private Wealth Management based on the Hallman & Rosenbloom book. Online Exam.

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Self-Study Continuing Education Courses
for Financial Professionals

Beacon Hill CE | CFP® and NAPFA self-study CE course on Private Wealth Management based on the Hallman & Rosenbloom book. Online Exam. Private Wealth Management
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Recommended CPE Credit:
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.:
This course also carries 33.75 CTFA CE credits (see below)

Course Description
This course is based on the book Private Wealth Management 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. See table of contents at the top of the page.

Course text: Private Wealth Management by G. Victor Hallman and Jerry S. Rosenbloom (hardcover, 753 pages^©2009, McGraw Hill Companies, Inc.).

Note: if you already own the book or want to purchase the Kindle or e-Book edition and purchase the exam materials separately, click on the "Exam Materials Only" image for this course 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 (the price of the course includes the book, which is mailed to you along with the exam materials)..
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.
CTFA credit: 33.75: total credits
CTFA credits should be distributed as follows: 3.75 FID, 15.5 FP, 7.25 INV, 7.25 TAX.
Course-sponsor number: CFP Board: 1008.

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Price: $189.00

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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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