Journal of Financial Planning CE Exam: November 2022
Self-study exam based on a thorough understanding of articles that include the topics of: Client and planner attitudes, values, biases; Qualified plan rules and options; Non-qualified plan rules and options; and Distribution rules and taxation.
- Understand how financial planners can positively impact African American Business Owners’ Personal Credit and Access to Capital.
- Gain an overview of how substantially equal periodic payments can be used when clients retire early or accrue too much debt.
- Learn four strategies to avoid the early payment penalty from retirement accounts when using SEPPs.
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