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Continuing Education Credit — January 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. How many hours of unpaid care are Americans providing for people with Alzheimer’s and other dementia-related conditions, according to the Alzheimer’s Association? *This question is required.
2. What is the estimated number of Americans expected to be affected by Alzheimer’s by 2050, per the Alzheimer’s Association? *This question is required.
3. At what net worth (discounting their primary residence) can a client qualify as an accredited investor, per an SEC rule? *This question is required.
4.  When measuring by income, how much must a single client have earned for each of the past two years and the current year? *This question is required.
5. Of the funds listed below, which had the worst 10-year return? *This question is required.
6. Grants from donor-advised funds hit what total in 2017, according to a report from National Philanthropic Trust? *This question is required.
7. What percentage of all individual giving in the U.S. do DAFs now represent? *This question is required.
8.  IRA assets are protected up to what amount under the federal bankruptcy code? *This question is required.
9. Which of these funds has the highest 10-year Sharpe ratio? *This question is required.
10. When considering a donation to a nonprofit, which form below, related to the specific organization, might a client want to review? *This question is required.
This question requires a valid email address.