Journal of Financial Planning CE Exam: December 2025

4.25 (4 votes)

Self-study exam based on a thorough understanding of articles that include the topics of: Social Security and Medicare planning; Distribution rules and taxation; and Retirement income and distribution strategies.


Competency Level: Foundational

FPA Competency: Critical Thinking

CFP Board Topic: Retirement Savings and Income Planning

CFP Board CE Credit Hours: 1

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

  • The multitude of options for claiming Social Security in a married couple 
  • Optimal claiming strategies for a wide range of age differences










Key:

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JFP CE Exam: December 2025
5 Questions  |  2 attempts  |  3/5 points to pass
5 Questions  |  2 attempts  |  3/5 points to pass
You must register to access.
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available
You must register to access.

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