Journal of Financial Planning CE Exam: June 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; Types of investment risk; Market cycles; Asset allocation and portfolio diversification; Investment strategies; Business owner insurance solutions; Strategies to transfer property; Estate and incapacity planning documents; and Planning for divorce, unmarried couples and other special circumstances.


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

  • How to bridge the communication gap between researchers and practitioners
  • Investment strategies during a bear market
  • How and 831(b) plan can help cover risks to a business
  • Estate planning strategies for unmarried couples









Key:

Complete
Failed
Available
Locked
JFP CE Exam: June 2025
5 Questions  |  2 attempts  |  3/5 points to pass
5 Questions  |  2 attempts  |  3/5 points to pass
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available