Journal of Financial Planning CE Exam: June 2026

Self-study exam based on a thorough understanding of articles that include the topics of: Fiduciary standard and application; Types of investment risk; Bond and stock valuation concepts; Portfolio development and analysis; and Eldercare and special needs planning.

Competency Level: Foundational

FPA Competency: Critical Thinking, Interpersonal Impact

CFP Board Topic: Investment Planning, Professional Conduct & Regulation, Retirement Savings and Income Planning

CFP Board CE Credit Hours: 1

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

• How GenAI tools vary in financial recommendations and how AI can complement a planner.
• How to calm clients’ investment fears and present data that encourages staying the course.
• The various risks a retiree might face.