Journal of Financial Planning CE Exam: May 2026

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Self-study exam based on a thorough understanding of articles that include the topics of: Asset allocation and portfolio diversification; Portfolio development and analysis; Financing strategies and debt management; and Time value of money concepts and calculations.

Competency Level: Foundational

FPA Competency: Critical Thinking

CFP Board Topic: Investment Planning, General Principles of Financial Planning

CFP Board CE Credit Hours: 1

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

How to navigate Shariah-compliant portfolios for Muslim investors
The suggested withdrawal rate and its symbolism
Factors involved with time-value of money and divorce when children are younger than 18