Journal of Financial Planning CE Exam: March 2026

Self-study exam based on a thorough understanding of articles that include the topics of: Client and planner attitudes, values, biases; Behavioral finance; General principles of effective communication; Fundamental and current tax law; Tax reduction/management techniques; Tax consequences of property transactions; and Sources of money conflict.

Competency Level: Foundational

FPA Competency: Critical Thinking

CFP Board Topic: Psychology of Financial Planning, Tax Planning

CFP Board CE Credit Hours: 1

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

• How to assess and recommend fintech and AI tools to clients.
• How to leverage real estate taxes in a client’s portfolio.
• How addressing clients’ behavioral biases can improve their financial outcomes.