Journal of Financial Planning CE Exam: October 2025

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; Alternative investments and liquidity risk; Fundamental and current tax law; Characteristics and income taxation of business entities; Principles of counseling, and General principles of effective communication.

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

• How clients and advisers feel about ESG investing in practice.
• How the One Big Beautiful Bill Act impacts tax strategies for business owners.
• How motivational interviewing can be used to promote succession plans.

Competency Level: Foundational

FPA Competency: Critical Thinking

CFP Board Topic: Investment Planning, Tax Planning, Psychology of Financial Planning

CFP Board CE Credit Hours: 1