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


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.



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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