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HS347 – Contemporary Financial Planning

$50.00

Last Updated: December 2020  – This study aid is not updated for the new Personal Pathways courses.

Availability: Immediate access to digital content (no printed study guide)

 

Effective May 15, 2024, BigDaddy U will no longer be offering CLU® or ChFC® study materials for sale on our website.

Any customers who purchase CLU® or ChFC® study materials before May 15, 2024 will have access to all online content, including the Test Banks, Practice Exams, and videos, through at least April 2025 (most likely longer).

 

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.

 

Features

  • PDF of Module Outlines & Study Sheets
  • Streaming video and MP3s with over 13 hours of classroom-based lectures
  • Online Test Bank with over 500 multiple choice questions, organized by module
  • Online Practice Exam with 150 multiple choice questions
  • Handouts

 

CLU® and ChFC® are trademarks of The American College.  BigDaddy U is not affiliated or associated with The American College in any way, and The American College does not endorse, approve, support, or otherwise recognize BigDaddy U or its products or services.

 

This product is for the digital content only, which now includes PDFs of the Module Outlines and Handouts. We no longer produce HS 347 study guides.

SKU: HS347 Category:
Description
Contemporary Financial Planning is the BigDaddy University learning package for the HS347 course.

The course 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.

Features

  • PDF of Module Outlines & Study Sheets
  • Streaming video and MP3s with over 13 hours of classroom-based lectures
  • Online Test Bank with over 500 multiple choice questions, organized by module
  • Online Practice Exam with 150 multiple choice questions
  • Handouts
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