Self-study exam based on a thorough understanding of articles that include the topics of: Client and planner attitudes, values, biases; General principles of effective communication; and Eldercare and special needs planning.

 After reading and understanding the two articles required for this exam, the planner will:

• Understand how anchoring an initial retirement savings amount can affect outcomes
• Understand how to assist clients in saving for their retirement goals and encourage escalating savings rates.
• Understand some specific rules of 529 plans and some education-related credits.