Advising Couples #194719
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 How to Give Financial Advice to Couples by Kathleen Burns Kingsbury (2014, McGraw-Hill).
Advising Couples covers the financial planning challenges that are of particular concern to traditional and nontraditional couples. The course is a study in the psychology of couples and it provides insight and tools for navigating the unique dynamics of two people planning for their financial future. The discussion includes techniques for facilitating financial conversations, mediating differences, and avoiding the common planning traps such as subtly siding with one member of the couple, failing to plan adequately with both partners, and sidestepping difficult financial conversations for fear of upsetting the wealth creator.
Field of Study: Financial Planning
Program Level of Complexity: Overview
This course is registered with the CFP Board ( (Course ID #195657).
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