Learning Center

Journal of Financial Planning CE Exam: April 2021

5 (2 votes)

Self-study exam based on a thorough understanding of articles that include the topics of: financial planning process, cash flow management, principles of communication and counseling, retirement income and distribution strategies. 

  • Identify how to integrate the theory of polymedia and the therapeutic pyramid to create an optimal virtual experience
  • Identify how to integrate the planner’s way of being into a virtual setting
  • Demonstrate an understanding of actively managing a client’s withdrawal plan

Key:

Complete
Failed
Available
Locked
JFP CE Exam: April 2021
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