Advisor's Guide to Planning for the Baby Boomer Client #295319
Course Details, Learning Objectives, Table of Contents
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This course was updated on 3/9/2017.
The evolving financial landscape demands an ongoing re-evaluation from any financial services professional who serves clientele who are just beginning to think about retirement, are actively planning for retirement, or are on the verge of retiring. Although the course, which was originally written in 1998 and updated in 2007, focuses on the Baby Boomer generation, the concepts covered are also relevant to subsequent generations that are now thinking about retirement planning. This latest edition of the course (2017) incorporates some of the changes that have occurred in the law and the financial planning environment since the course was last updated in 2007.
Course, Credit, Sponsor Information
Open link (above): Course Details, Table of Contents, and Learning Objectives.
Field of Study: Retirement Planning
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 printed copies of both, sent via USPS or UPS.
Taking the Exam Online
Online exam is included in 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 and IRS CE 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)
|Online Book, Online Exam Price
|Hardcopy Book (mailed), Online Exam Price