Having the Money Talk with Clients #195120
Course Details, Learning Objectives, Table of Contents
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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.
(Also open the above link: Course Details, Learning Objectives, and Table of Contents.)
This course and exam are based on the book The Money Talk Every Family Needs to Have About Wealth and Their Financial Future
by Lori R. Sackler, CFP® with Todd Gutner (238 pages, 2013, McGraw-Hill).
Having the "Money Talk" with Clients 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.
Field of Study: Financial Planning, (NAPFA: Client Communications)
Program Level of Complexity: Overview
This course is registered with the CFP Board (Course ID #268604).
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
|Online Exam ONLY (You Have the Book) Price