FP's January 2026 CE quiz now live for financial advisors

Advisors looking to begin the year by checking off CE requirements can now access Financial Planning's January 2026 quiz, which is accredited by the CFP Board and the Investments and Wealth Institute. 

The quiz tests advisors' knowledge across a range of financial planning topics through a self-study review of recent Financial Planning coverage, with an emphasis on practical applications. Those who take the January quiz will learn about tax-gain harvesting, Section 351 ETF exchanges, ABLE account updates, the SEC marketing rule, corporate tax rates and more.

The January quiz is based on the following six articles:

• How to turn appreciated stock into tax savings with gain harvesting
• 4 ways Section 351 ETF conversions keep client taxes at bay
• ABLE accounts get huge expansion in 2026 — what advisors should know
• Retail investor knowledge gap opens door to advisor opportunities
• Bad links, tiny notes: SEC warns advisors of marketing missteps
• 2026 corporate tax landscape: What advisors need to know

To earn one hour of CE credit, participants must answer at least eight of the 10 questions correctly and have their CFP or IWI ID numbers available to submit their results. 

To earn even more CE credits — up to 12 credits a year — visit Financial Planning's archive of active quizzes. All quizzes expire within 24 months of their original publication.