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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 (8th edition, formerly titled Personal Financial Planning (course #1935) 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 and Credit Information
Course text: Private Wealth Management by G. Victor Hallman and Jerry S. Rosenbloom (753 pages©2009, McGraw Hill Companies, Inc.).
Note: If you already own the book, you can buy the exam materials only: click on the course-image 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 or download.
Program level: Overview; Course prerequisites: None; Advance preparation: None.
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.
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