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Financial Planning's February continuing education quiz is
This month's edition covers the seismic shifts in tax strategy following the passage of the One Big Beautiful Bill Act (OBBBA) and a record-breaking 157% surge in the precious metals markets.
This month's edition also covers ways to help retired clients handle required minimum distributions, the slew of proposed taxes aimed at millionaire earners and more.
The February CE quiz is based on information found in these recent articles:
1 in 3 retirees faces an RMD tax penalty. Here's how advisors help fix it Investing in alts through a self-directed IRA? Read this first The tax hurdle facing philanthropic clients in 2026 Key OBBBA tax breaks for businesses this filing season How taxes can dim the shine of gold and silver investments Millionaire tax wave could hit more than half of high earners
Advisors can earn one hour of credit toward maintaining an industry certification (CFP, CIMA, RMA or CPWA). Eight of the 10 questions must be answered correctly; subscribers can then submit results to the Investments & Wealth Institute or to the CFP Board. Quiz takers should have their relevant member ID number available when submitting results.
Every month, Financial Planning publishes an original continuing education quiz. Subscribers may earn up to 12 hours of CE credit every year. Browse
