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Journal of Financial Planning CE Exam: September 2020

4.75 (8 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.

  • Summarize  how to leverage virtual client meeting in order to provide effective recommendations
    Interpret research findings from tele-mental health research that indicate virtual delivery of recommendation is just as effective as in-person delivery
  • Outline a new hierarchy of how clients can achieve financial wellness, through organizational and behavioral changes
    Demonstrate an understanding of the role health-related events, and their unknown certainty and costs, play in clients’ fears when planning for the future

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JFP CE Exam: September 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