Journal of Financial Planning CE Exam: March 2025

Self-study exam based on a thorough understanding of articles that include the topics of: Characteristics, uses and taxation of investment vehicles; Client and planner attitudes, values, biases; Social Security and Medicare planning.

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

• Differences in investment beliefs, preferences, and behaviors between client cohorts
• Changes to Social Security benefit rules that necessitate reviewing clients’ claiming strategies
• Characteristics of bitcoin investments 

Competency Level: Foundational 

FPA Competency: Critical Thinking

CFP Board Topic: Investment Planning, Retirement Savings and Income Planning, Psychology of Financial Planning

CFP Board CE Credit Hours: 1