
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