Journal of Financial Planning CE Exam: January 2021
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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