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Financial Planning's
Qualified individuals who successfully complete the 10-question quiz are eligible to earn one hour of CE credit from the CFP Board and the Investments and Wealth Institute. The credit can be used toward requirements to keep active the
FP's CE quiz is a self-paced learning tool. Readers will review relevant news articles and then be tested on their general knowledge of financial planning.
This month's quiz draws upon these six recent articles:
As private markets go mainstream, can advisors keep up with due diligence? How trust protectors can safeguard grantors' intents IRS offers guidance on paid family and medical leave credit What advisors need to know about the rising costs of health insurance Why AI has eclipsed cyberattacks as firms' top compliance problem Despite private market concerns, advisors and clients are undeterred
Subscribers may earn up to 12 hours of CE credit per year via Financial Planning's quiz. To earn more credit hours toward recertification, visit
