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Journal of Financial Planning CE Exam: November 2023

4.8 (5 votes)

Self-study exam based on a thorough understanding of articles that include the topics of: Quantitative investment concepts and measures of investment returns; Asset allocation and portfolio diversification; Bond and stock valuation concepts; Financing strategies and debt management; Types, features, and taxation of trusts; and Planning for special needs and circumstances.

 After reading and understanding the two articles required for this exam, the planner will:

  • Understand how municipal bonds can reduce taxes and how they are often seen as safe investments.
  • Understand which clients would benefit from more municipal bonds in their portfolio and how to frame the benefits.
  • Understand that Americans still have to pay U.S. federal income tax when living abroad and the complications that can arise.


Key:

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JFP CE Exam: November 2023
5 Questions  |  Unlimited attempts  |  3/5 points to pass
5 Questions  |  Unlimited attempts  |  3/5 points to pass
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available