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Continuing Education Credit — April 2019

As a subscriber to, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.

Please read the articles and answer the questions below. To find the related article, click on the hyperlinked title of the story – both online-only articles as well as stories published in the magazine.

You must answer 8 of the 10 questions correctly to qualify for CE credit.

Financial Planning does not provide a certificate of completion. However, you will receive confirmation if you’ve passed the quiz. Please keep the confirmation for your records. Financial Planning reports results to the CFP Board weekly. The board may take an additional two weeks to post results.

If you need assistance, please contact SourceMedia customer service at, 212.803.8500.
1. Over 20 years (from 1998 to 2018) what was the growth of a $10,000 investment in a portfolio based on the current Yale Endowment Fund model (absolute return, 26%; venture capital,18%; foreign equity, 15.5%; leveraged buyouts, 15%; real estate, 9.5%; bonds and cash, 6.5%; natural resources, 6.5%; and domestic equity, 3.0%)? *This question is required.
2. During the same time period, what was the growth of a $10,000 investment in the S&P 500? *This question is required.
3. Under the U.S. tax code, if a client turned 70½ in 2018, when was the first required minimum distribution from their 401(k) due? *This question is required.
4. If an employer in 2019 offers a hardship distribution for expenses and losses incurred by an employee due to damage suffered to his or her home after a federally declared disaster, how far back can plans retroactively impose the rule? *This question is required.
5. How much did fixed annuity sales grow from 2017 to 2018? *This question is required.
6. In which of these states does the Homestead Exemption protect only up to $250,000 of a home’s value from the reach of creditors? *This question is required.
7. In which of these states would a person be considered a resident if they spend more than nine months there in any one year? *This question is required.
8. Which of these small-cap funds has the lowest five-year return? *This question is required.
9.  By how much did the child tax credit increase from 2017 to 2018? *This question is required.
10. What is the cap on the mortgage amount for which a single filer can deduct interest? *This question is required.
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