Journal of Financial Planning CE Exam: December 2021
- Registration Closed
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.