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Financial Services Review CE Exam: Vol. 27 No. 3 - 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: Types of investment risk; portfolio development and analysis; asset allocation and portfolio diversification; and investment strategies.

  • Discover a long-term strategy for making charitable contributions using appreciated stock
  • List the benefits of making charitable donations with highly appreciated shares instead of cash
  • Examine how shifting assets within a portfolio to accommodate gains or losses of appreciated stock may improve portfolio diversification
  • Analyze a strategy that can be integrated with tax loss selling to further increase after-tax returns and reduce portfolio risk

Key:

Complete
Failed
Available
Locked
FSR CE Exam Part 1: Vol. 27 No. 3
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available