The latest continuing education quiz from Financial Planning is now available online for financial advisors and planners.
Subscribers who successfully complete the quiz by correctly answering at least eight of the 10 general knowledge questions will qualify for a one-hour continuing education credit from the CFP Board or the Investments and Wealth Institute. Advisors can earn up to 12 hours of CE credit annually toward maintaining certain professional designations.
READ MORE: When should a financial advisor launch an RIA?
For more CE quizzes and opportunities to earn CE credit, visit our online quiz archive. And to stay up to date on current events and trends, as well as to prepare for future quizzes, be sure to read our latest stories.
Each of Financial Planning’s continuing education quizzes tests advisors’ general knowledge of financial planning topics covered in recent articles. The September quiz covered retirement planning, Social Security, estate planning and tax-related guidance regarding charitable giving, R&D and health savings accounts. Test your knowledge with the September 2025 quiz now.
Financial Planning’s August quiz covered the adoption tax credit, capital gains tax avoidance, ETF investments and potential 401(k) plan changes. Take the August 2025 CE quiz now.
