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Journal of Financial Planning CE Exam: October 2020

4.5 (4 votes)

Self-study exam based on a thorough understanding of articles on the specific topics of: financial planning process; client and planner attitudes, values, biases and behavioral finance; and principles of communication and counseling.

  • Explain the difference between collateral benefits ESG and risk-return ESG investing
  • Summarize what the current literature indicates regarding how various ESG factors may be related to firm performance
  • Demonstrate an understanding of the framework of financial self-empowerment and how it is affected by a client’s financial literacy, financial attitudes, and financial well-being
  • Outline research findings that indicate how widowed women were likely to feel more confident in their overall financial situation if they delegated money management tasks to their new spouse

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JFP CE Exam: October 2020
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available