Journal of Financial Planning CE Exam: November 2025

Self-study exam based on a thorough understanding of articles that include the topics of: Financial planning process; Client and planner attitudes, values, biases; Behavioral finance; and General principles of effective communication.

Competency Level: Foundational

FPA Competency: Critical Thinking

CFP Board Topic: General Principles of Financial Planning, Psychology of Financial Planning

CFP Board CE Credit Hours: 1

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

• How each quadrant of financial wellness translates to client understanding
• Retired clients have unique goals and approaches to combat ageism 
• The disconnect clients feel from what planners are offering and solutions to overcome that miscommunication