The M Word: The Money Talk Every Family Needs to Have About Wealth and Their Financial Future  #195124

CDFA® CE: 7.5

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This course was updated on 2/21/24.

Course Description
The M Word: The Money Talk  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.

Course, Credit, Reporting, Sponsor Information  
(See above: Course Details, Learning Objectives, Table of Contents)
Reporting: CFP Board and CDFA CE credits are reported weekly, if applicable.

Course Format Options
If you purchase the "Online Book and Online Exam" option of a course, you get anytime access to the course (in PDF) and the online exam. Both can be printed.
If you purchase the "Hardcopy Book and Online Exam" option, you get online access to the course-PDF and exam, PLUS a printed copy of the course-book sent via USPS.

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 online exam.

Discounts and shipping/handling, if applicable, are added during checkout