Journal of Financial Planning CE Exam: July 2026

Self-study exam based on a thorough understanding of articles that include the topics of: Client and planner attitudes, values, biases; Principles of counseling; General principles of effective communication; and Crisis events with severe consequences.

Competency Level: Foundational

FPA Competency: Critical Thinking

CFP Board Topic: Psychology of Financial Planning

CFP Board CE Credit Hours: 1

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

• Who is interested in receiving AI financial advice
• How planners can open up discussion about AI financial use for interested clients
• How to talk therapeutically with clients facing emotionally charged situations