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Financial Planning's May 2026 continuing education (CE) quiz is
The quiz offers financial advisors the chance to earn one hour of CE credit toward maintaining professional certification through the CFP Board or the Investments & Wealth Institute.
Subscribers must correctly answer eight out of 10 questions in order to qualify for the credit. The information needed to successfully complete the quiz is available via a self-study article review. When taking the May quiz, advisors will read about various topics related to the general knowledge of financial planning, from tax strategy to fiduciary duty and retirement planning.
This month's quiz draws on six recent FP news articles:
401(k) plan credit may need a nudge from financial advisors and CPAs DOL rule is gone, but rollover advice compliance questions linger Private credit is deliberately illiquid — did advisors explain that? How family talks, and the right trust, can build 'estate tax magic' What 401(k) withdrawals say about client 'financial infidelity' Fewer widows drop advisors than an old industry trope suggests
Financial Planning publishes a continuing education quiz every month, allowing subscribers to earn up to 12 hours of CE credit per year. Additional continuing education quizzes can be found in FP's
