Financial Planning's September CE quiz now live for subscribers

Financial Planning's September 2026 continuing education quiz is now live and available to subscribers.

Those who successfully complete the quiz by correctly answering at least seven questions may earn one hour of CE credit toward maintaining professional certifications from the CFP Board and the Investments and Wealth Institute. 

A self-study article review, this month's quiz covers general knowledge of financial planning. Those who take the quiz will learn about topics including how to reduce tax drag on client portfolios, what modified opportunity zone rules mean for investors and how to help clients balance saving for retirement with kids' college costs. 

The September 2026 CE quiz is based on six FP stories: 

• 5 acute AI compliance risks advisors face — and 5 fixes;
• How non-grantor trusts maximize charitable, small business stock tax advantages;
• 5 ways wealth managers can reduce the tax burden of investments;
• ​​Opportunity zone revisions give advisors a new tool for clients with big gains;
• Advisors rethink Roth IRA conversions after the OBBBA; and
• Retirement vs. kids' college — helping clients with tough savings choices

Financial Planning publishes an original general-knowledge CE quiz every month. Visit the FP quiz archive to take other recent quizzes and earn more CE credit hours.