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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 June 2026 edition covers topics related to the general knowledge of financial planning and draws on six original articles:
The downside of 100% bonus depreciation: What advisors need to know ;The estate planning 'haircut' advisors should know about Advisors weigh pros and cons of 529 plans Social Security trust fund projected to run short in late 2032, trustees say With $243B in wealth at risk, here's how to spot heirs' property red flags How to manage the delicate dynamics of client divorce
Those who take the June quiz will learn about 100% bonus depreciation on qualifying commercial properties, a tax change known as the "2/37 haircut," 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
