Journal of Financial Planning CE Exam: May 2021
Self-study exam based on a thorough understanding of articles that include the topics of: Social Security and Medicare planning, quantitive investment concepts and measures of investment returns, asset allocation and portfolio diversification, and market cycles.
- Identify how to integrate learnings to maximize expected real lifetime Social Security benefits
- Identify how to evaluate equity allocation through both the lens of sector exposure and style exposure
- Demonstrate an understanding of how to analyze performance of sectors through the different phases of the business cycle
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