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Journal of Financial Planning CE Exam: July 2020

3.33 (3 votes)

Self-study exam based on a thorough understanding of articles on the specific topics of: the financial planning process; client and planner attitudes, values, biases and behavioral finance; and principles of communication and counseling.

  • Define the legal issues that clients must face as they age 
  • Explain a client communication method for sharing the comprehensive information related to legacy planning with the next generation 
  • Compare the contrast the expectations of value the investors have with financial adviser with what adviser believe are those expectations 
  • Identify the adviser attributes that investors ranked as the most and least valuable service an adviser provides

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JFP CE Exam: July 2020
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