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Journal of Financial Planning CE Exam: August 2021

5 (1 vote)

Self-study exam based on a thorough understanding of articles that include the topics of: client and planner attitudes, values, and biases; behavioral finance; Retirement needs analysis; Retirement income and distribution strategies.

  • Gain insight into how personal financial salience can affect financial situation
  • Understand how to create a hierarchy of financial tasks to ease investor struggles
  • Understand that clients are in danger of outliving their retirement portfolios
  • Be able to create a proper timeline for retirement to ensure clients don’t exhaust their portfolios

Key:

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JFP CE Exam: August 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