Journal of Financial Planning CE Exam: June 2021
Self-study exam based on a thorough understanding of articles that include the topics of: client and planner attitudes, values, and biases, behavioral finance, characteristics, uses and taxation of investment vehicles, types of investment risk, alternative investments and liquidity risk.
- Understand the role of financial self-efficacy in retirement preparation
- Understand why investing in real estate might not be ideal for millennials
- Understand the role of digital assets in a client’s portfolio
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