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Journal of Financial Planning CE Exam: June 2021

5 (5 votes)

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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JFP CE Exam: June 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