Journal of Financial Planning CE Exam: November 2020
Self-study exam based on a thorough understanding of articles on the specific topics of: life insurance; financial planning process, client and planner attitudes, values, biases and behavioral finance; quantitive investment concepts, bond and stock valuation concepts, portfolio development and analysis.
- Explain what will happen should life insurance ownership continue to decline
- Summarize when ownership of specific insurance vehicles are associated positively with utilization of a comprehensive financial planner
- Demonstrate an understanding of the DMSWR framework and how it can boost retirement income
- Understand the differences between the baseline safe withdrawal rate and the DMSWR
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