Advising Couples #194716

Course Description

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This is a Beacon Hill Course-in-a-Book™ –self-study CE courses that are based on popular industry books written specifically for financial advisors.

Advising Couples covers the financial planning challenges that are of particular concern to traditional and nontraditional couples. The course is a study in the psychology of couples and it provides insight and tools for navigating the unique dynamics of two people planning for their financial future. The discussion includes techniques for facilitating financial conversations, mediating differences, and avoiding the common planning traps such as subtly siding with one member of the couple, failing to plan adequately with both partners, and sidestepping difficult financial conversations for fear of upsetting the wealth creator.

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This is a Beacon Hill Course-in-a-Book™ –self-study CE courses that are based on popular industry books written specifically for financial advisors.

Course Information
Open link (above) to view Course Details, Learning Objectives, and Table of Contents.
Course Text:
How to Give Financial Advice to Couples by Kathleen Burns Kingsbury (2014, McGraw-Hill).

Course-in-a-Book™ courses include a hardcopy book, study guide, and an online exam.
If you already own the book (or e-Book), you may purchase just the online exam.
The e-Book version of How to Give Financial Advice to Couples is available for this course from the publisher, McGraw-Hill Professional (ISBN 0071819118). It is also available in Kindle format from Amazon.

Field of Study: Financial Planning
Program Level of Complexity: Overview
This course is registered with the CFP Board ( (Course ID #195657).