Self-Study CPE Courses for Financial and Tax Professionals

Private Wealth Management View Table of Contents [ Print This Page ] CPE Credit: CFP®: 28 Licenses: Certified Financial Planner® Scroll down to order. 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. Price:  $189.00 Quantity