Journal of Financial Planning CE Exam: June 2025

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