Journal of Financial Planning CE Exam: August 2024

Self-study exam based on a thorough understanding of articles that include the topics of: Client and planner attitudes, values, biases; Principles of counseling; General principles of effective communication; and Crisis events with severe consequences.

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

• Understand the intricacies of AI use in robo-advisers and how much investors trust robo-advisers.
• Understand causes for grief within a client and how to address those.
• Learn techniques for recognizing clients in grief and how to resolve barriers.

Competency Level: Foundational

FPA Competency: Critical Thinking

CFP Board Topic: Psychology of Financial Planning

CFP Board CE Credit Hours: 1