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​​​NOTE: Due to recent changes in CFP Board requirements, past online continuing education exams may differ from printed exams.

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MARCH 2015

Cover Story

Understanding Behavioral Aspect of Financial Planning and Investing

by H. Kent Baker, Ph.D., CFA, CMA; and Victor Ricciardi, APC

Understanding fundamental human tendencies can help financial planners and advisers recognize behaviors that may interfere with clients achieving their long-term goals.


Practice Management

4 Gen Y Trends that Affect Your Practice

by Niko Karvounis

Millennials are a legitimate consumer class that’s reaching the age where they acknowledge that acquiring financial advice is becoming a necessity. Learn how to reach them.


 


Contribution

Retirement Risk, Rising Equity Glide Paths, and Valuation-Based Asset Allocation

by Michael E. Kitces, CFP®, CLU®, ChFC®, RHU, REBC; and Wade D. Pfau, Ph.D., CFA
When retirements begin in overvalued market environments, an accelerated rising equity glide path shows potential to provide downside risk protection for retirees.​​​​

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