A Beacon Hill Course-in-a-Book® - courses based on industry books written specifically for financial advisors.
This course is based on the book The Seven Stages of Money Maturity by George Kinder, CFP®
About The Seven Stages of Money Maturity
Through his book, Kinder, a Harvard-trained certified financial planner, demonstrates how we can literally transform our lives emotionally and financially by achieving "money maturity" – a full understanding of the spiritual and psychological issues surrounding our money lives.
Learn how to:
Understand feelings that impact taking financial action;
Develop understanding and knowledge about money;
Eliminate stress and anxiety around money;
Let go of old patterns and painful habits;
Approach money tasks with energy and optimism;
Design a money life that is fulfilling both financially and spiritually.
The Seven Stages of Money Maturity is filled with practical information, market-tested, wealth-building skills, personal success stories, and spiritual guidance.
Course Information
What's Included
Book (369 pages), exam, answer sheet, 24-hour grading, certificate of completion, reporting to CFP Board.
Note: If you already own the book, you can buy the exam materials only: click on the course-image at the bottom of the page.
Additional CE credit Information
CFP® and PACE credit available in all states.
Field(s) of Study: Financial Planning and Retirement Planning (NAPFA members: Go to the Resources page for a printable chart listing courses by NAPFA subject-area and recommended credit allocation).
Program delivery method: Self-study–print.
How to Order
Order online or by phone (800-588-7039) .
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Discounts and shipping/handling, if applicable, are added during checkout, just before payment.
Don't forget: Get 18% off when you order 3 or more courses!