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Private Wealth Management  #194219



Course Details, Learning Objectives, Table of Contents

Credits
CFP® 28.0

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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. 

For this Course-in-a-Book™ title, you have two purchase options: 
- Purchase the "Hardcopy Book (mailed), Online Exam" or 
- Purchase the "Online Exam ONLY (You Have the Book)" - In this case you already own the book or you will be purchasing the e-Book from the publisher.

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).

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 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   $209.00
Online Exam ONLY (You Have the Book) Price   $139.00

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