Journal of Financial Planning CE Exam: March 2021
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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