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Financial Services Review CE Exam: Vol. 28 No. 2

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Self-study exam based on a thorough understanding of articles on the specific topics of: retirement distribution rules and taxation; retirement income and distribution strategies, financial services regulations and requirements; and fiduciary.

  • Apply tax-efficient withdrawal strategies for retirees with traditional 401(k)/IRAs, Roth 401(k)/IRAs, and taxable accounts
  • Discover the optimal withdrawal strategy for various types of clients, from a tax-planning and longevity planning perspective
  • Examine why safety-minded investors should enter retirement with a higher stock allocation than what is currently used in most investment funds
  • Implement fiduciary standards to client relationships by understanding the role played by product providers

Key:

Complete
Failed
Available
Locked
FSR CE Exam Part 1: Vol. 28 No. 2
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass Self-study exam based on a thorough understanding of articles on the specific topics of: retirement distribution rules and taxation; retirement income and distribution strategies, financial services regulations and requirements; and fiduciary.
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available