Learning Center

Financial Services Review CE Exam: Vol. 28 No. 3

5 (2 votes)

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

Key:

Complete
Failed
Available
Locked
FSR CE Exam Part 1: Vol. 28 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