Financial Services Review CE Exam: Vol. 28 No. 4
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.
- Understand higher level of risky financial assets that a retiree holds may produce higher returns, resulting in utility gains
- Examine what role risky assets have in financing retirement consumption their consumption in retirement, and understanding how that might lead to more satisfactory retirement experience
- Understand the relationship between financial literacy and credit card debt
- Encourage savings attitude to reduce problematic debt-taking
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