Journal of Financial Planning CE Exam: January 2026

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Self-study exam based on a thorough understanding of articles that include the topics of: Client and planner attitudes, values, biases; Behavioral finance; Education needs analysis; Education savings vehicles; and Education funding.

Competency Level: Foundational

FPA Competency: Critical Thinking

CFP Board Topic: General Principles of Financial Planning & Psychology of Financial Planning

CFP Board CE Credit Hours: 1

After reading and understanding the two articles required for this exam, the planner will:

The interaction between self-reported financial risk tolerance and actual investment behaviors.
Recent and upcoming changes to education funding and saving.