Private Wealth Management#194216
This course has been archived and cannot be purchased.
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.
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.
Course Information
Open link (above) to view Course Details, Learning Objectives, and Table of Contents.
Course Text:
Private Wealth Management by G. Victor Hallman and Jerry S. Rosenbloom
(9th Ed., 670 pages ©2015, McGraw-Hill Education).
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 Private Wealth Management is available for this course from the publisher, McGraw-Hill Education
(ISBN 0071840176).
Field of Study: Financial Planning (NAPFA subjects: See Course Details link, above).
Level of Complexity: Overview
This course is registered with the CFP Board (Course ID #196433).