Earn CE credit with Financial Planning's April quiz

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Financial Planning's April 2026 continuing education quiz is now live for financial advisors. 

Subscribers who successfully complete the quiz by correctly answering at least eight of the 10 questions may qualify for one hour of CE credit toward maintaining certain certifications from the CFP Board and the Investments & Wealth Institute (formerly IMCA). 

The monthly quiz is a self-study format based on a review of recently published Financial Planning articles. The April 2026 edition covers topics related to the general knowledge of financial planning and draws on seven original articles:

• What to know about the new IRS digital asset rules;
• Locked into concentrated capital gains? Exchange funds could help;
• DOL rule could reshape 401(k) access to alternatives;
• SEC finds little to celebrate in record $18B penalty haul;
• ACA subsidy cliffs are back and costing clients thousands;
• 3 portfolio fixes to make now for 100-year-plus lifespans; and
• Women advisors are at a plateau. It'll take more than recruiting to fix it

Those who take the April quiz will learn about new IRS requirements regarding digital assets, how to use exchange funds to reduce capital gains exposure, what the Department of Labor's proposal on alternatives in 401(k) plans means for advisors and more. Quiz takers should have their ID numbers handy.

Subscribers may earn up to 12 CE credits from FP quizzes annually. To access more quizzes, visit the CE quiz archive.