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.