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Financial Services Review CE Exam: Vol. 28 No. 4

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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

Key:

Complete
Failed
Available
Locked
FSR CE Exam Part 1: Vol. 28 No. 4
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