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Private Wealth Management  #194219

Course Details, Learning Objectives, Table of Contents

CFP® 28

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This is a Beacon Hill Course-in-a-Book™ title:  A self-study CE course that is based on an industry book that is popular with financial professionals. 

NOTE: The hardcopy book for this course is temporarily unavailable. However, you may purchase the e-Book directly from Amazon and the online exam from us (at a reduced price):
1. Purchase the e-Book: You will access the course-book from the Amazon website.
2. Purchase the exam-only from this website: Select the Purchase Option (below): "Online Exam ONLY (You Have the Book)," enter the quantity, the CFP® Credit Reporting Fee, then checkout.You will access the online exam from your courses page in My Account on this website.  

Course Description
(Also open the above link: Course Details, Learning Objectives, and Table of Contents.)
This course and exam are based on the book Private Wealth Management  by G. Victor Hallman and Jerry S. Rosenbloom (9th Ed., 670 pages ©2015, McGraw-Hill Education).

This course provides financial advisors with a detailed and comprehensive study of the key financial planning issues and questions facing the financial advisor. It provides the latest financial thinking and proven high return/low risk strategies in virtually every applicable area of financial planning.

Field of Study: Financial Planning (NAPFA subjects: See Course Details link, above).
Level of Complexity: Overview
This course is registered with the CFP Board (Course ID #196433).

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

Online Exam ONLY (You Have Book) Price   $169.00

Purchase Option: 
CFP® Credit Reporting Fee:
CFP Board now charges a per-hour fee for credit reporting. You are required to pay this fee if you want CFP® credit for this course. If you are not a CFP Board certificant, select Decline

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