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