Journal of Financial Planning CE Exam: July 2025

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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; General principles of effective communication; Health insurance and health care cost management (individual and group); and Insurance policy and company selection.

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

How the words one uses to describe retirement can be associated with their current life stage
Possible subsidy reductions to the ACA marketplace and alternative solutions.