Want unlimited access to top ideas and insights?
Financial Planning's December 2025 continuing education quiz is
This month's edition draws on seven recent Financial Planning articles covering timely issues that advisors are grappling with now, from tax and retirement changes to rising compliance scrutiny and evolving practice challenges faced by advisors.
Specific topics include tax planning for professional gamblers, Medicare premiums and retiree income in 2026, regulatory enforcement priorities and investment performance.
The December quiz is based on the following seven articles:
Medicare premiums erode Social Security COLA in 2026 Some gamblers to face new tax on 'money they never made' Online scams are growing, but advisors can help protect clients FINRA puts AI under microscope in latest regulatory oversight report Advisors say this is their toughest challenge. Here's how they're solving it 10 best-, worst-performing international equity funds of past 3 years 10 best and worst small-cap ETFs of the past year
Subscribers who correctly answer eight of the 10 quiz questions can submit their results to the Investments & Wealth Institute or to the CFP Board for an hour of CE credit toward maintaining certain certifications. Advisors should have their relevant member ID number available when submitting results.
Financial Planning publishes a continuing education quiz every month, allowing subscribers to earn up to 12 hours of CE credit annually. Additional quizzes are available in
