Succession Planning Strategies #195219
Course Details, Learning Objectives, Table of Contents
Scroll Down to Register
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 Kindle edition from Amazon.
(Also open the above link: Course Details, Learning Objectives, and Table of Contents.)
This course and exam are based on the book Your Family Business, Your Net Worth: Strategies for Succession Planning by Gary Pittsford (2015, Advantage Media Group).
Succession Planning Strategies provides the tools for the practitioner to help business-owner clients who are contemplating retirement address the critical issues with respect to selling or passing on their business, determining the net worth of the business, safeguarding their net worth, addressing tax considerations, and planning for retirement.
Field of Study: Financial Planning
Program Level of Complexity: Overview
This course is registered with the CFP Board ( (Course ID #222012).
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