Journal of Financial Planning CE Exam: April 2024
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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.