Having the Money Talk with Clients #195119
Course Details, Learning Objectives, Table of Contents
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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.
Having the "Money Talk" with Clients provides advisors with the tools to help families communicate about money matters through all of life's transitions--changes in financial circumstances, remarriage and merging families, retirement, preparing heirs, and transferring wealth.
Open link (above) to view Course Details, Learning Objectives, and Table of Contents.
The Money Talk Every Family Needs to Have About Wealth and Their Financial Future
by Lori R. Sackler, CFP® with Todd Gutner (238 pages, 2013, 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 The Money Talk is available for this course from the publisher, McGraw-Hill Professional (ISBN 0071799842).
Field of Study: Financial Planning, (NAPFA: Client Communications)
Program Level of Complexity: Overview
This course is registered with the CFP Board (Course ID #222011).
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
|Online Exam ONLY (You Have the Book) Price