Journal of Financial Planning CE Exam: August 2025

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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; Behavioral finance; Qualified and Non-Qualified Annuities; and Planning for special needs and circumstances.

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

OCEAN behavioral associations with annuity ownership
How Medicaid compliant annuities can help middle-income clients afford healthcare without depleting assets
How to assist business-owner clients in optimizing the value of their business
How to resolve barriers clients have to establishing an estate plan