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Journal of Financial Planning CE Exam: February 2025

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Self-study exam based on a thorough understanding of articles that include the topics of: Client and planner attitudes, values, biases; Fundamental and current tax law; General principles of effective communication; Tax implications of special circumstances.


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

  • Understand how to classify clients based on their understanding and readiness to implement financial recommendations.
  • Learn how to utilize motivational interviewing techniques to communicate better with clients.
  • Recognize how clients’ gambling hobby or work affects their tax liabilities.








Key:

Complete
Failed
Available
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JFP CE Exam: February 2025
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