Financial advisors interested in earning an hour of credit toward maintaining professional certification, take note. FP's November continuing education quiz is
The 10-question quiz tests advisors' general knowledge of financial planning. This month's topics include the
The six articles below form the basis of FP's November quiz. Reading them is equivalent to completing a self-study guide to the quiz material:
Teachers don't usually itemize — OBBBA could bring savings if they do 'Stealth' tax is back: An advisor primer on the alternative minimum tax Ready, set, Roth: How 401(k) catch-ups are changing in 2026 This is 'going to hurt': Social Security benefits see 2.8% bump for 2026 You're recording the meeting. Is your client, too? The 10 best and worst health care funds of the past year
Subscribers who correctly answer at least eight of the quiz questions can qualify for CE credit. Individuals can qualify for up to 12 hours of CE credit annually via FP's quizzes, good toward maintaining certifications from the CFP Board or the Investments & Wealth Institute.
Each month, Financial Planning publishes a new continuing education quiz. See the
