Journal of Financial Planning CE Exam: October 2026

Self-study exam based on a thorough understanding of articles that include the topics of: Fundamental and current tax law; Tax reduction/management techniques; Tax implications of special circumstances; Income tax fundamentals and calculations; and Characteristics and income taxation of business entities.

Competency Level: Foundational

FPA Competency: Critical Thinking

CFP Board Topic: Tax Planning

CFP Board CE Credit Hours: 1

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

• The sequence of tax risk with Monte Carlo simulations
• That tax-exempt decumulation mathematically neutralized sequence of tax risk
• The nuances of tax changes under the One Big Beautiful Bill Act