CE Exams: Please login and click "CE Exams' on the right for exams from the Journal of Financial Planning and Financial Services Review.
Includes the articles:
2017 Tech Roundup Compiled by Ana Trujillo and Carly Schulaka
Trends, advice, and best practices from technology
Best Tech for 100 Bucks or Less
Need an affordable technology spend? Here are a few ideas.
Fiduciary, Meet TechnologyA snapshot of how technology is adapting to the DOL fiduciary rule.
Kristin Harad, CFP®
How to increase revenue, decrease effort, and amplify your fulfillment in your practice.
by Sherman D. Hanna, Ph.D.; and Kyoung Tae Kim, Ph.D.
These authors suggest that financial planning textbooks should present the calculation of capital needs at retirement in purely inflation-adjusted terms.