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Continuing Education Credit — February 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. Pensions ended fiscal year 2017 with how much in unfunded liabilities, according to Moody’s? *This question is required.
2. Since 1990, stocks have outpaced bonds by how many percentage points annually? *This question is required.
3. Which FINRA rule requires members to make reasonable efforts to obtain the name of and contact information for a trusted contact person upon the opening of an account? *This question is required.
4. The global impact investing market totaled how much over the past year, according to a survey by the Global Impact Investing Network? *This question is required.
5. As of last year, what percentage of millennial investors have portfolios with impact investments, per the same survey? *This question is required.
6. From 1970 to 2018, what percentage of the time did large-cap U.S. stocks produce positive, real calendar year returns? *This question is required.
7. During the same time period, real annual returns for cash were positive what percentage of the time? *This question is required.
8. Which of these retirement payment strategies would dictate that dividends and interest in a balanced stock and bond portfolio be paid in cash? *This question is required.
9. Which of these is NOT a community property state? *This question is required.
10. Households in which of these income brackets have the lowest divorce rate, according to the U.S. Census Bureau? *This question is required.
This question requires a valid email address.