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Journal of Financial Planning CE Exam: August 2020

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Self-study exam based on a thorough understanding of articles on the specific topics of: the financial planning process; client and planner attitudes, values, biases and behavioral finance; and principles of communication and counseling.

  • Outline various behavioral finance interventions they can take to nudge clients toward better outcomes
  • Illustrate how clients’ life stages and responsibilities may shape their concerns related to COVID-19 pandemic
  • Explain how personal characteristics play a key role in shaping female investors’ decisions regarding hiring financial planning professionals
  • Identify how to help affluent female clients maximize their financial satisfaction over the long term

Key:

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JFP CE Exam: August 2020
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