Learning Center

Journal of Financial Planning CE Exam: December 2022

0 (1 vote)

Self-study exam based on a thorough understanding of articles that include the topics of: Client and planner attitudes, values, biases; General principles of effective communication; and Analysis and evaluation of risk exposures.

After reading and understanding the two articles required for this exam, the planner will:
  1. Understand the role that communication and opportunistic behavior have in establishing client trust and commitment.
  2. Identify areas where a planner can improve trust with clients and retain them for longer.
  3. Understand what is included in a contingency fund and how that is more than just an emergency fund.
  4. Be able to model a matrix for clients to help identify different ways to address various risk categories.

Key:

Complete
Failed
Available
Locked
JFP CE Exam: December 2022
5 Questions  |  2 attempts  |  3/5 points to pass
5 Questions  |  2 attempts  |  3/5 points to pass
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available