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Journal of Financial Planning CE Exam: September 2021

5 (1 vote)

Self-study exam based on a thorough understanding of articles that include the topics of: Retirement needs analysis, Social Security and Medicare planning, and Retirement income and distribution strategies.

  • Understand the risk that increasing property values can have on retirees
  • Understand why incorporating higher future property tax projections into a retirement plan will benefit the client
  • Understand the advantage of filing Form SSA-44 to help lower clients’ Medicare premiums upon retirement

Key:

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JFP CE Exam: September 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