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Journal of Financial Planning CE Exam: September 2023

4.4 (5 votes)

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.


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JFP CE Exam: September 2023
5 Questions  |  Unlimited attempts  |  3/5 points to pass
5 Questions  |  Unlimited attempts  |  3/5 points to pass
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available