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Journal of Financial Planning CE Exam: March 2024

5 (4 votes)

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; Education savings vehicles; and Education funding.


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

  • Understand how anchoring an initial retirement savings amount can affect outcomes
  • Understand how to assist clients in saving for their retirement goals and encourage escalating savings rates.
  • Understand some specific rules of 529 plans and some education-related credits.





Key:

Complete
Failed
Available
Locked
JFP CE Exam: March 2024
5 Questions  |  Unlimited attempts  |  3/5 points to pass
5 Questions  |  Unlimited attempts  |  3/5 points to pass
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available