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Journal of Financial Planning CE Exam: October 2021

5 (3 votes)

Self-study exam based on a thorough understanding of articles that include the topics of: client and planner attitudes, values, and biases; behavioral finance; General principles of effective communication; Tax reduction/management techniques; Charitable/philanthropic contributions and deductions.

  • Understand the intersection of personality traits and four financial outcomes via the Big Five
  • Be able to incorporate different communications techniques with various clients based on exhibited personality traits
  • Understand how to effectively manage charitable donations to maximize tax benefits

Key:

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JFP CE Exam: October 2021
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