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Journal of Financial Planning CE Exam: March 2021

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Self-study exam based on a thorough understanding of articles that include the topics of: financial planning process, cash flow management, time value of money concepts and calculations, education planning, education financing, other tax-advantaged retirement plans, tax reduction/management techniques.

  • Identify the ways to help clients make a decision regarding parent PLUS loans to finance education
  • Examine tax-efficient decumulation strategies for clients approaching retirement
  • Demonstrate an understanding of how to tailor tax-efficient decumulations recommendations that fit a client’s particular situation

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JFP CE Exam: March 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