Private Wealth Management #194219
Course Description
This is a Beacon Hill Course-in-a-BookTM title: A self-study CE course that is based on an industry book that is popular with financial professionals.
NOTE: The hardcopy book for this course has limited availability (check this link at Amazon). However, you might be able to purchase the e-Book (again, depending on availability) directly from Amazon. Once you obtain a copy of the book, you will need to purchase separately the online exam from us:
Purchase the exam-only: Go to Shop for Courses and search for the course. Select the Purchase Option: “Online Exam ONLY (You Have the Book).”
You will also need to accept the CFP Credit Reporting Fee.
Checkout.
You will access the online exam from your courses page in My Account on this website.
About this Course:
This course and exam are based on the book Private Wealth Management by G. Victor Hallman and Jerry S. Rosenbloom (9th Ed., 670 pages ©2015, McGraw-Hill Education).
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.