August CE Quiz Live: Earn One Hour of CFP Credit

A financial publisher’s August CE quiz is live for subscribers; completing the 10-question, self-paced test earns one hour of CE credit from the CFP Board and the Investments & Wealth Institute.

A financial-industry publisher published its August continuing education quiz on Aug. 21, 2026 on the publisher’s website. Subscribers who complete the 10-question quiz can earn one hour of continuing education credit accepted by the CFP Board and the Investments & Wealth Institute. The credit may be applied to maintain the CFP mark or the CIMA, CPWA and RMA designations.

The quiz is self-paced. Participants review six linked articles and then answer 10 multiple-choice questions that test general knowledge of financial planning. Successful completion earns one hour of CE credit accepted by both sponsoring organizations. Subscribers may earn up to 12 hours of CE credit per year through the publisher’s monthly quizzes.

The six referenced articles cover private market due diligence, the role of trust protectors in safeguarding grantor intent, IRS guidance on the paid family and medical leave tax credit, rising health insurance costs, the growing prominence of artificial intelligence as a compliance concern compared with cyberattacks, and ongoing advisor interest in private markets despite expressed concerns. The articles serve as source material for the quiz questions.

The program does not require live attendance and is designed to fit into professionals’ schedules. The publisher also maintains an archive of past CE quizzes for subscribers seeking additional hours for recertification.

Details about quiz access, scoring and requests for reprints or licensing are available on the publisher’s website.

Articles by this author