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Journal of Financial Planning CE Exam: May 2021

4.5 (4 votes)

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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JFP CE Exam: May 2021
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available