TITLE

CE Exam

PUB. DATE
August 2006
SOURCE
Journal of Financial Planning;Aug2006, Vol. 19 Issue 8, p74
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article presents a continuing education exam for certified financial planners (CFP). An hour of educational credit will be awarded to those who complete the exam with a grade of 70% or better. Questions are taken from information in the August 1, 2006 issue of the "Journal of Financial Planning." Topics include: yearly retirement withdrawal rates, mortgage loan options, emotional aspects of financial behavior, the impact of name changes on investor confidence, family financial dynamics and several others.
ACCESSION #
22065624

 

Related Articles

  • APPLYING NEUROSCIENCE TO FINANCIAL PLANNING PRACTIC: A FRAMEWORK AND REVIEW. James III, Russell N. // Journal of Personal Finance;2011, Vol. 10 Issue 2, p10 

    This paper presents findings from neuroscience, neuro-finance, neuroeconomics, behavioral finance, and behavioral economics in the context of a two-system model of human decision-making, labeled as the "rider" and the "elephant". The rational "rider" system is characterized by overconfidence and...

  • Charting the Planning Process. Morrow, Ed // Journal of Financial Planning;Apr94, Vol. 7 Issue 2, p56 

    The article comments that personal financial planning is a process. It requires information gathering, classification of attitudes and objectives, analysis of the circumstances and shortcomings, implementation and follow through, monitoring and adjustments. The author says that the processes can...

  • Listen to some advice from Uncle Nick. Bruining, Nick // Money Management;8/11/2005, Vol. 19 Issue 29, p15 

    Presents advice from the author to the business development managers related to financial planning. Comments on new term allocated pension; Claim that working for a one star manager does not make a bit of difference; Suggestion on how to take photographs of persons in the financial services...

  • Continuing Education EXAMINATION.  // Journal of Financial Planning;Feb1998, Vol. 11 Issue 1, p105 

    This section presents a continuing education examination for financial planners.

  • Your End of the Rope. Wagner, Richard B. // Journal of Financial Planning;Apr98, Vol. 11 Issue 2, p42 

    The article discusses the author's views on the financial planning profession. The job of a personal financial planner is to make an estate planning process serve the individual. Financial planners have a collective tendency to argue from personal perspectives of individual career choices as...

  • Demarcating designations: Chartered Financial Analyst and Certified Financial Planner. Smith, Rachel K; Vibhakar, Ashvin; Terry, Andy // Journal of Financial Services Marketing;Mar2008, Vol. 12 Issue 4, p299 

    Financial planning service professionals seek certifications in order to gain the necessary skills for their profession, to establish professional credibility, and to validate their knowledge base. This research provides insight and guidance for financial service professionals considering...

  • Structured Sales of Appreciated Property: A Space Age Use for Fixed Immediate Annuities. Cordell, David M. // Journal of Financial Planning;Jan2006, Vol. 19 Issue 1, p40 

    This article deals with the importance of the structured sales of appreciated property to fixed immediate annuities. Fixed immediate annuity is important to the financial performance of an enterprise. Hence, an examination of the financial instrument was presented in this essay. Fixed immediate...

  • THE PERSONAL TOUCH -- 2. Greenidge, Ian; Foreman, Tony // Accountancy;Jan1989, Vol. 103 Issue 1145, p98 

    This article offers advice on personal financial planning in redeeming a qualifying mortgage. Assuming the following information has been provided. First, the mortgage is a repayment mortgage with one of the smaller building societies. Second, it is due to be paid off in the year 2008. Third,...

  • VALUABLE LESSONS. Hadaway, Laverne // Employee Benefits;Nov2008, p41 

    The article reports that the need to educate employees on financial matters has been underlined by the credit crisis but the question is how employers should go about it. It is pointed out that workers need to be more knowledgeable on how to manage their finances such as mortgage debts. Some...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics