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Journal of Financial Planning CE Exam: November 2020

5 (4 votes)

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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JFP CE Exam: November 2020
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