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Financial Services Review CE Exam: Vol. 27 No. 4 - Part 2

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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 retirement plans; qualified plan rules and options; distribution rules and taxation; and client and planner attitudes, values, biases and behavioral finance.

  • Compare retirement contribution amounts and retirement real consumption to quantify the possible tax savings generated by a qualifying Traditional IRA
  • Model scenarios in which the compression in tax rates of the new tax law increases the number of outcomes where the Traditional IRA yields higher total consumption
  • Inspect the influence of individual financial knowledge and financial behavior on the probability of experiencing financial distress
  • Compare and contrast results that suggests financial literacy and positive behavior reduce financial distress stemming from simple financial matters

Key:

Complete
Failed
Available
Locked
FSR CE Exam Part 2: Vol. 27 No. 4
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