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Journal of Financial Planning CE Exam: October 2023

4.6 (5 votes)

Self-study exam based on a thorough understanding of articles that include the topics of: Characteristics, uses and taxation of investment vehicles; Asset allocation and portfolio diversification; Bond and stock valuation concepts; Investment strategies; Fundamental and current tax law; Income tax fundamentals and calculations; Tax reduction/management techniques; and Tax implications of special 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.


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JFP CE Exam: October 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