Earn CE Credit with Financial Planning’s June Quiz

Financial Planning has posted its June continuing education quiz for subscribers. Advisors who answer at least eight of the 10 questions correctly may qualify for one hour of continuing education credit toward certifications from the CFP Board and the Investments & Wealth Institute.

The quiz uses a self-study format based on six Financial Planning articles published recently. It is intended for advisors maintaining professional credentials. Participants must answer eight or more questions correctly to qualify for the credit.

The June edition draws on articles about tax and planning topics, including the downside of 100% bonus depreciation for qualifying commercial properties, an estate planning reduction known as the “2/37 haircut,” advisors’ perspectives on 529 college savings plans, trustees’ projection that the Social Security trust fund could run short in late 2032, red flags for heirs’ property that put an estimated $243 billion in wealth at risk, and guidance on managing client divorce.

Subscribers should have their ID numbers available when they complete the quiz. Financial Planning says subscribers may earn up to 12 CE credits from its monthly quizzes in a 12-month period. Additional quizzes are available in the CE quiz archive.

The monthly quiz series offers a short, article-based self-study option that can count toward some certification maintenance requirements.