Journal of Financial Planning CE Exam: August 2026

Self-study exam based on a thorough understanding of articles that include the topics of: Types, features, and taxation of trusts, Retirement needs analysis, and Retirement income and distribution strategies. 

Competency Level: Foundational

FPA Competency: Critical Thinking

CFP Board Topic: Estate Planning, Retirement Savings and Income Planning

CFP Board CE Credit Hours: 1

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

• Who is interested in receiving AI financial advice
• How planners can open up discussion about AI financial use for interested clients
• How to talk therapeutically with clients facing emotionally charged situations