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Journal of Financial Planning CE Exam: January 2021

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Self-study exam based on a thorough understanding of articles on the specific topics of: principles of communication, quantitative investment concepts, types of investment risk, asset allocation and portfolio diversification, analysis and evaluation of risk exposures and retirement income and distribution strategies.

  • Identify how to help clients consider tax-advantaged college funding options such as 529 plans
  • Identify trends in college enrollment in the fall of 2020
  • Demonstrate an understanding of the role HECM loans might play in the planning process 
  • Evaluate retirement financing strategies that incorporate HECM loans

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JFP CE Exam: January 2021
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available