Financial Services Review CE Exam: Vol. 28 No. 3
Self-study exam based on a thorough understanding of articles on the specific topics of: economic concepts; client and planner attitudes, values, biases and behavioral finance; principles of communication and counseling; and the financial planning process.
- List the computations of the present values of future average earnings streams for individuals of various education levels from several different occupations
- Demonstrate how an individual can perform a simple NPV-like analysis when in the process of career planning
- Outline the relationship between financial literacy, behavior and attitude, and retirement savings decisions
- Explain why interventions should focus on the specific behaviors which drive retirement planning, rather than financial literacy in isolation
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