Succession Planning Strategies #195216
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.
Succession Planning Strategies provides the tools for the practitioner to help business-owner clients who are contemplating retirement address the critical issues with respect to selling or passing on their business, determining the net worth of the business, safeguarding their net worth, addressing tax considerations, and planning for retirement.
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Your Family Business Your Family Net Worth: Strategies for Succcession Planning by Gary Pittsford, CFP® (148 pages, 2015, Advantage).
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 Kindle version of Your Family Business Your Family Net Worth is available for this course from the Amazon.com (ISBN 1599325934).
Field of Study: Financial Planning
Program Level of Complexity: Overview
This course is registered with the CFP Board ( (Course ID #222012).
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