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Journal of Financial Planning CE Exam: November 2022

5 (3 votes)

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.

After reading and understanding the two articles required for this exam, the planner will:
  1. Understand how financial planners can positively impact African American Business Owners’ Personal Credit and Access to Capital.
  2. Gain an overview of how substantially equal periodic payments can be used when clients retire early or accrue too much debt.
  3. Learn four strategies to avoid the early payment penalty from retirement accounts when using SEPPs.

Key:

Complete
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JFP CE Exam: November 2022
5 Questions  |  2 attempts  |  3/5 points to pass
5 Questions  |  2 attempts  |  3/5 points to pass
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available