Advisors can earn 1 hour CE with Financial Planning May quiz

Financial Planning published its May continuing education quiz on May 27, 2026. The online quiz offers advisors one hour of continuing education credit toward certification requirements from the CFP Board or the Investments & Wealth Institute.

To qualify, subscribers must answer at least eight of 10 multiple-choice questions correctly. The quiz is a self-study assessment; the answers are based on material in linked news articles provided as study resources.

The May quiz covers tax strategy, fiduciary duty and retirement planning. It draws on six recent articles: “401(k) plan credit may need a nudge from financial advisors and CPAs”; “DOL rule is gone, but rollover advice compliance questions linger”; “Private credit is deliberately illiquid — did advisors explain that?”; “How family talks, and the right trust, can build ‘estate tax magic'”; “What 401(k) withdrawals say about client ‘financial infidelity'”; and “Fewer widows drop advisors than an old industry trope suggests.”

Financial Planning publishes a quiz every month. Subscribers can earn up to 12 hours of CE credit per year through the monthly quizzes. Additional quizzes and past exams are available in the website’s online CE quiz library.

The process is entirely online. Advisors access the articles, complete the multiple-choice assessment and, if they meet the passing threshold, receive one hour of credit that can be applied to maintaining CFP Board or Investments & Wealth Institute credentials.