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Self-Study CPE Courses for Financial and Tax Professionals
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Private Wealth Management
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CPE Credit:
CFP®: 28
Licenses:
Certified Financial Planner®
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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 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.
Course-sponsor number: CFP Board: 1008.
How to Order
Order online or by phone (800-588-7039)
To order online:
1. Optional) Log-in or Open an Account.
2. Enter quantity below
3. 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.
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