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Financial Services Review CE Exam: Vol. 27 No. 2

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Self-study exam based on a thorough understanding of technical and research-based articles on the specific topics of: annuities; principles of risk and insurance; insurance needs analysis; quantitative investment concepts; portfolio development and analysis; and investment strategies.

  • Compare and contrast the Federal Employees Retirement System (FERS) survivor annuity benefits for male and female retirees
  • Discover a framework for how defined benefit pensioners can best select a pension insurance method, within the context of U.S. military veterans’ Survivor Benefit Plan
  • Analyze the role life expectancy, moral hazard, taxes, and individual financial needs play in selecting a pension insurance program
  • Use a concept of “uncertainty” as an additional indicator of returns to value, as measured by the CBOE VVIX (“volatility of volatility”)

Key:

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FSR CE Exam: Vol. 27 No. 2
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