Journal of Financial Planning CE Exam: May 2025

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Self-study exam based on a thorough understanding of articles that include the topics of: Client and planner attitudes, values, biases; Financial services regulations and requirements; General principles of effective communication.

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

Financial services regulations and requirements
Types of motivation and how they can be used to support client autonomy for optimal outcomes
How hedonic adaptation contributes to client behavior following major events