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Financial Services Review CE Exam: Vol. 29 No. 3

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Self-study exam based on a thorough understanding of articles that include the topics of: client attitudes, values, and biases; financial planning process; portfolio development and analysis. 

  • Identify what factors are positively related to U.S. households carrying debt
  • Identify downfalls of “bad debt” and how it might impact clients
  • Demonstrate an understanding of advanced planning documents and how to encourage clients to use them

Key:

Complete
Failed
Available
Locked
FSR CE Exam Part 1: Vol. 29 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