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Journal of Financial Planning CE Exam: July 2021

4 (6 votes)

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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JFP CE Exam: July 2021
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