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Financial Services Review CE Exam: Vol. 27 No. 1 - Part 1

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Self-study exam based on a thorough understanding of technical and research-based articles on the specific topics of: cash flow management; debt management; financing strategies; retirement needs analysis; and retirement income and distribution strategies.

  • Discover how “hard pulls” of credit files by potential creditors affect an individual’s credit score
  • List the characteristics of individuals and families that take on too much debt for various reasons
  • Examine the workings of the credit-reporting systems it the United States
  • Analyze the major determinants of retirement savings across various demographic and socio-economic factors

Key:

Complete
Failed
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FSR CE Exam Part 1: Vol. 27 No. 1
10 Questions  |  2 attempts  |  7/10 points to pass
10 Questions  |  2 attempts  |  7/10 points to pass
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available