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PERSONAL FINANCIAL PLANNING KNOWLEDGE CHECKS

Test your understanding of specific topics within the Personal financial planning competency model with these Knowledge Checks. At the end of each Knowledge Check, you will be presented with your results, as well as learning recommendations to improve your understanding of that topic.

Technical

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Technical

Estate planning
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Technical

Risk management & insurance planning
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checked

Technical

Investment planning
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checked

Technical

Retirement planning
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checked

Technical

Elder & special needs planning
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Technical

Practice management & professional standards
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Technical > Specialized planning issues

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Specialized planning issues

Individual income tax planning
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