Self-study exam based on a thorough understanding of articles that include the topics of: Client and planner attitudes, values, biases; Behavioral finance; Financial services regulations and requirements; Retirement needs analysis; and Eldercare and special needs planning.

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

• Understand how some investors are using social media for investment decisions and how that influences their financial knowledge.
• Understand how cryptocurrency continues to not be clearly defined, with different agencies viewing crypto as various assets.
• Understand the pressing need for proper long-term care and eldercare for clients or their family.