Journal of Financial Planning CE Exam: September 2025
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Self-study exam based on a thorough understanding of articles that include the topics of: Behavioral finance, Principles of counseling, General principles of effective communication, and Crisis events with severe consequences.
After reading and understanding the two articles required for this exam, the planner will:
- Pain points that advisers frequently experience
- Areas of personal distress that clients may face and how to improve those skills
- How clients can get emotional during a divorce and how to handle that
Competency Level: Foundational
FPA Competency: Critical Thinking
CFP Board Topic: Psychology of Financial Planning
CFP Board CE Credit Hours: 1
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