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Journal of Financial Planning CE Exam: December 2020

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Self-study exam based on a thorough understanding of articles on the specific topics of: tax implications of special circumstances;  financial planning process; retirement needs analysis, qualified plan rules and options, other tax-advantaged retirement plans and retirement income and distribution strategies.

  • Analyze the decision between pretax and Roth retirement contributions post SECURE Act 
  • Summarize the importance of accumulated assets post SECURE Act
  • Demonstrate an understanding of tax planning for coronavirus-related distributions
  • Understand the difference between disappointment aversion and risk aversion

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JFP CE Exam: December 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