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Journal of Financial Planning CE Exam: February 2024

4.71 (7 votes)

Self-study exam based on a thorough understanding of articles that include the topics of: Analysis and evaluation of risk exposures; Long-term care insurance and long-term case planning; Insurance needs analysis; Retirement needs analysis; Social Security and Medicare planning; and Portfolio development and analysis.


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

  • Understand how little people have prepared for long-term care and help clients broach conversations with intended LTC providers.
  • Understand that one typically has to live longer than their expectancy for delaying benefits to be advantageous; starting earlier or at FRA may be better.
  • Understand that ETFs have a variety of benefits that clients or planners may prefer over mutual funds.





Key:

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JFP CE Exam: February 2024
5 Questions  |  Unlimited attempts  |  3/5 points to pass
5 Questions  |  Unlimited attempts  |  3/5 points to pass
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available