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Journal of Financial Planning CE Exam: November 2021

4.75 (4 votes)

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

Key:

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JFP CE Exam: November 2021
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