Journal of Financial Planning CE Exam: November 2024

Self-study exam based on a thorough understanding of articles that include the topics of: Client and planner attitudes, values, biases; Types of retirement plans; and Qualified plan rules and options.

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

• Understand reasons that women financial planners are not satisfied in their firms and the financial services industry.
• Be able to incorporate methods to retain women financial planners, such as offering them more autonomy and responsibility for client acquisition.
• Understand the unique difficulties of military service members and their families and some specific financial instruments and solutions for aiding them.

Competency Level: Foundational

FPA Competency: Critical Thinking

CFP Board Topic: Retirement Savings & Income Planning, Psychology of Financial Planning

CFP Board CE Credit Hours: 1