Journal of Financial Planning CE Exam: July 2024

Self-study exam based on a thorough understanding of articles that include the topics of: Quantitative investment concepts and measures of investment returns; Portfolio development and analysis; Investment strategies; and Retirement income and distribution strategies.

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

• Understand the value in a permanent life insurance policy or a term insurance policy by comparing the present value.
• Understand the behavioral motivations and biases that a client can exhibit when comparing term insurance and annuities.
• Understand how homeowners can safely utilize reverse mortgages, especially with rising interest rates.

Competency Level: Foundational

FPA Competency: Critical Thinking

CFP Board Topic: Retirement Planning & Income Planning, Risk Management & Insurance Planning

CFP Board CE Credit Hours: 1