Continuing Education

November 2001
Journal of Financial Planning;Nov2001, Vol. 14 Issue 11, p121
Academic Journal
The article presents a Continuing Education Examination. To receive the three hours of continuing education credit allotted for this examination, one must receive a passing grade of 75 percent or better. Partial continuing education credit will not be given. Some of the questions in the true and false category highlighted in the article are: Only 46 percent of full-time workers for small businesses were covered by a retirement plan in 1996; More large firms offer retiree health coverage today than in 1988; Pseudogenes will try to institutionalize financial planning; With proper planning, self-actualization needs can be satisfied; In 2010, the top estate-tax rate will be 45 percent; Lack of information has been a major reason investors have underperformed mutual funds and the difference between direct and wholesale redemption rates widened in 2000.


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