Last Updated: December 2020 – This study aid is not redesigned for the new Personal Pathways courses.
Availability: Usually ships within 1 business day
These study materials have not been updated to correspond to the new Personal Pathways course. However, they still provide an extremely good overview of financial planning concepts. While they should not be used as a sole resource for preparing for the new HS 347 exam, they can help you learn many of the concepts you’ll need to know.
Streaming video, MP3s, Study Guide, Test Bank, Practice Exam, and Study Sheets for the HS 347 exam. Provides an overview of the various elements of financial planning, including transfer tax planning, retirement planning, income tax planning, and planning for blended families. In addition, the course also covers behavioral finance and transitioning a closely-held business.
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