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Financial Services Review CE Exam: Vol. 29 No. 4

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Self-study exam based on a thorough understanding of articles that include the topics of: annuities, client bequests, credit card debt, financial behavior, financial literacy, estate planning.

  • Understand how clients’ desire for bequests impacts their receptiveness to annuities
  • Identify advantages of annuities regarding client objectives 
  • Understand how financial literacy and personal traits impact financial behavior 

Key:

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