Journal of Financial Planning CE Exam: January 2022
Self-study exam based on a thorough understanding of articles that include the topics of: retirement income and distribution strategies; asset allocation and portfolio diversification; client and planner attitudes, values, biases; behavioral finance; general principles of effective communication; property titling and beneficiary designations; strategies to transfer property; types, features, and taxation of trusts; planning for divorce, unmarried couples and other special circumstances; planning for special needs and circumstances.
After reading and understanding the four articles required for this exam, the planner will:
- Understand how asset allocation affects volatility of required minimum distribution payouts.
- Understand how to communicate with clients regarding risk tolerance.
- Understand how to impart information to clients without inappropriately influencing their decisions.
- Understand issues related to estate planning for remarried couples and blended families.
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