Journal of Financial Planning CE Exam: July 2021
Self-study exam based on a thorough understanding of articles that include the topics of: Quantitative investment concepts and measures of investment returns, Bond and stock valuation concepts, Investment strategies, Retirement needs analysis, Social Security and Medicare planning, Eldercare and special needs planning.
- Understand the limitations of CAPE at shorter time frames
- Learn the benefits of blending RISK and CAPE for more accurate stock forecasting
- Understand the need for clients to address long-term care costs
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