Journal of Financial Planning CE Exam: December 2023

Self-study exam based on a thorough understanding of articles that include the topics of: Fundamental and current tax law, Tax implications of special circumstances, Alternative investments and liquidity risk, and General principles of effective communication.

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

• Understand why the “widow tax” is not something to be feared in most cases.
• Understand how to serve EB-5 investors and what sort of investments they might be open to.
  
• Understand why LTC insurance rates have been going up and how to talk to your clients about that.
  

Competency Level: Foundational

FPA Competency: Professionalism, Critical Thinking

CFP Board Topic: Investment Planning, Tax Planning, Psychology of Financial Planning Principles

CFP Board CE Credit Hours: 1