Austin and Lindsay 7

Join us as you sit in on a real client meeting with commentary from the financial planner – Hannah Moore, CFP®️.

 In this session, Hannah and the clients will be engaged in their seventh meeting where Hannah and the clients will be evaluating Austin and Lindsay’s decision on how to fund their new franchise.

Course learning objectives:

• Evaluate financial strategies and debt management
• Assess characteristics and income taxation of business entities
• Summarize client and planner attitudes, values and biases
• Review behavioral finance characteristics
• Recognize principles of counseling
• Analyze general principles of effective communication

Students who complete this course can submit their experience hours and proof of completion to the CFP Board for 50 Standard Pathway experience hours. The CFP Board CE portion of this course has been archived – no CE hours may be earned.