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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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APRIL 2015

Cover Story

Income-Based Repayment and Loan Forgiveness: Implications on Student Loan Debt

by Jarrod Johnston, Ph.D., CFP®; and Ivan Roten, Ph.D., CFP®

Examine the impact of income-based repayment plans and loan forgiveness on student loan debt and learn the information you need to best serve your clients.


Practice Management

Break that Habit: How to Help Clients Develop Better Investment Habits

by Jay Mooreland

Financial advisers can play a significant role in helping clients develop better investment habits.


Contribution

Retirement Planning for Workers Impacted by the Windfall Elimination Provision

by Laura L. Coogan, Ph.D.; and Shari Lawrence, Ph.D.
This paper provides detailed examples of how the Windfall Elimination Provision is applied to workers receiving non-covered retirement benefits in the form of a traditional pension or as a lump-sum distribution.

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