Journal of Financial Planning CE Exam: November 2021
Self-study exam based on a thorough understanding of articles that include the topics of: Retirement needs analysis; Retirement income and distribution strategies; Client and planner attitudes, values, biases; and General principles of effective communication.
- Understand the intersection of personality traits and four financial outcomes via the Big Five
- Be able to incorporate different communications techniques with various clients based on exhibited personality traits
- Understand how to effectively manage charitable donations to maximize tax benefits
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