The Magical Secrets of Qualified Retirement Plans – Josh Patrick, CFP®
Quiz for Earning CFP Credit
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Congratulations, you’ve successfully passed the quiz. In order to receive CFP® credit, you must complete the form below. Per the CFP® Board of Standards guidelines, PPI will submit attendance reporting on your behalf. Please retain a copy of the Certificate of Completion for your records.
1. Which of the following are elements of the Four Boxes of Financial Independence?
2. Qualified Retirement Plans are designed for business who have…
3. Reasons people don’t leave their businesses may include…
4. The Ultimate Hybrid Plan includes…
5. Why should private business owners have a retirement plan?