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Journal of Financial Planning CE Exam: December 2021

5 (4 votes)

Self-study exam based on a thorough understanding of articles that include the topics of: Types of investment risk; Asset allocation and portfolio diversification; Alternative investments and liquidity risk; Client and planner attitudes, values, biases; Behavioral finance; Principles of counseling; General principles of effective communication; Tax reduction/management techniques; and Tax implications of special circumstances.

Understand why adding home equity into a portfolio can help reduce risk of portfolio exhaustion.

Understand how to implement scaffolding learning theory into client communication to aid client learning.

Understand the long-term effects that adding one more year to a TDA could have to Medicare premiums for relatively wealthy clients.

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Journal of Financial Planning CE Exam: December 2021
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Certificate of Completion
1.5 CFP CE credits  |  Certificate available
1.5 CFP CE credits  |  Certificate available