October CE quiz for financial advisors: Earn credit now

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Financial planners and advisors can now take Financial Planning's October continuing education quiz online.

Advisors who answer at least eight of the 10 questions correctly can submit the quiz for one hour of CE credit with the CFP Board or the Investments and Wealth Institute, applicable toward maintaining professional certifications including the CFP and CIMA marks. Each quiz is designed to help advisors stay current on the issues shaping wealth management, from retirement planning to investment strategies to tax guidance and more.   

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The October 2025 CE quiz is a self-study format. It covers articles in which readers will explore: 

• How older and younger Generation X clients differ in their planning needs; 
• how to manage tax on income from tips; 
• guidance on opportunity zones in rural areas; 
• comparing active and passive investing strategies; 
• the recent performance of real estate funds; and 
• investing in sports-card collectibles. 

Every month Financial Planning publishes a new continuing education quiz for financial advisors. (See the September, August and July 2025 editions of the CE quiz.) Subscribers can earn up to 12 hours annually from different FP quizzes. For advisors interested in accruing more credit hours, be sure to check out FP's CE quiz archive.