Financial Planning launches September CE quiz

Financial Planning published its September continuing education quiz on Sept. 28, 2026. The quiz is available online to subscribers and awards one hour of CE credit for seven correct answers.

The self-study quiz draws on six Financial Planning articles and targets advisors seeking general financial-planning knowledge. The exam and article review are offered through Financial Planning’s subscriber platform.

The quiz material covers five acute AI compliance risks and practical fixes; how non-grantor trusts can affect charitable and small-business-stock tax outcomes; five ways wealth managers can reduce investment tax drag; implications of revised opportunity zone rules for clients with large gains; reconsidering Roth IRA conversions after the OBBBA; and helping clients balance retirement savings with college costs for children.

Participants complete the article review and answer a set number of questions. Achieving at least seven correct answers earns the single hour of CE credit, which is accepted for maintaining certifications from the CFP Board and the Investments & Wealth Institute.

Financial Planning publishes a general-knowledge CE quiz each month and keeps an online archive where subscribers can take recent quizzes to earn additional CE hours.