Login View Cart
Items In Cart: 0 Total: $0.00

Elder Planning  #1948



Course Details, Learning Objectives, Table of Contents

Credits
CFP® 12.0

Scroll Down to Register

Course Description

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.

Elder Planning covers the financial, legal, and personal issues faced by seniors and their families, including practical insights and specific, innovative solutions for estate planning, investment planning, long term care planning, housing, Medicare, Medicaid, retirement planning, Social Security, veterans' benefits, asset protection, substitute decision making, income tax planning, age discrimination, protection from abuse and scams, end of life issues, and much more.

Course Information
Open link (above) to view Course Details, Learning Objectives, and Table of Contents.
Course Text: 
A Guide to Elder Planning by Steve Weisman, (364 pages, .2013,  FT Press).

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 A Guide to Elder Planning is available for this course from the publisher, FT Press (ISBN  0-13-309192-9).

Field of Study: Financial Planning
Program Level of Complexity: Overview
This course is registered with the CFP Board ( (Course ID #195655).

Taking the Exam Online
The online exam is included in the price and is accessed through your account.
The exam may be started, stopped, then resumed at a later date.
The exam is "open book," it is not timed, and it may be retaken if not passed (no charge).
Results (correct, incorrect answers), and certificate appear once you pass the exam.
CFP Board credits are reported weekly, if applicable.

How To Register Online
1. Enter Quantity 
2. Select Purchase Option
3. Click Add to Cart
4. Click Begin Secure Checkout or Continue Shopping
5. If prompted, login (or Create an Account).
6. Return to "My Account" to view your course and online exam.

Discounts and shipping/handling, if applicable, are added during checkout
Hardcopy courses may also be purchased by phone: 800-588-7039 (Bus./EST)

Hardcopy Book (mailed), Online Exam Price   $129.00
Online Exam ONLY (You Have the Book) Price   $89.00

Quantity 
Purchase Option: 
 
Add to Cart
  Go Back

Have a Question?
Call 800-588-7039
 


We accept all major credit cards


CFP , CFP®, CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
CPE Beacon Hill Financial Educators, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
IRS Approved Education Provider Copyright © 2001 - 2015 Beacon Hill Financial Educators Inc. All Rights Reserved.
51A Middle Street, Newburyport, MA 01950
Phone - (toll free): 800.588.7039 - Fax: 877.902.4284
contact@bhfe.com