NOTE: Due to recent changes in CFP Board requirements, past online continuing education exams may differ from printed exams.
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.
by Jay Mooreland
Financial advisers can play a significant role in helping clients develop better investment habits.
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.