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Financial Services Review CE Exam: Vol. 28 No. 1

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Self-study exam based on a thorough understanding of articles on the specific topics of: client and planner attitudes, values, biases and behavioral finance; cash flow management; debt management; asset allocation and portfolio diversification; portfolio development and analysis; and investment strategies.

  • Examine how people generally use money they receive as an unexpected windfall
  • Apply knowledge of affective money tags to better understand how they affect decisions to use money, resulting in better predictors of irrational behavior
  • Construct portfolios incorporating leveraged exchange-traded funds by understanding how they magnify the daily return of an underlying index
  • Compare and contrast the potential benefits of using leveraged exchange-traded funds in the portfolios of typical buy-and-hold investors

Key:

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FSR CE Exam: Vol. 28 No. 1
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