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Continuing Education credit — July 2018

As a subscriber to Financial-Planning.com, 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 help@sourcemedia.com, 212.803.8500.
1. What are the odds that a client turning 65 this year will need long-term care, according to the U.S. Department of Health and Human Services? *This question is required.
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2. Since 2012, by what percentage have sales of stand-alone LTC policies changed? *This question is required.
Related Content: Help clients face up to long-term care
3. In 2018, what is the average annual premium for an LTC plan for a married couple, both age 55, according to the American Association for Long-Term Care Insurance? *This question is required.
Related Content: How clients can use annuities to pay for long-term care
4. By how much did annuity-LTC plans outsell stand-alone LTC plans in 2016, according to LIMRA? *This question is required.
Related Content: How clients can use annuities to pay for long-term care
5. If the current annual inflation rate of medical costs in the U.S. continues on its current course, health care will consume approximately what percentage of GDP in the next 30 years, based on data from the Organization for Economic Cooperation and Development? *This question is required.
Related Content: Helping clients when health care costs (and anxiety) are high
6. Over the past 10 years, small-cap stocks have produced positive annual returns what percentage of the time? *This question is required.
Related Content: Help nervous clients get their investing groove back
7. What was the 18-year lump-sum annual return for a client who invested in the Vanguard STAR Fund on Jan. 1, 2000? *This question is required.
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8. During the same time period, what was the internal rate of return if regular annual contributions were made, rather than a lump-sum investment? *This question is required.
Related Content: Help nervous clients get their investing groove back
9. By what percentage did average expense ratios for index equity mutual funds fall from 1996 to 2017? *This question is required.
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10. During the same time period, by what percentage did average expense ratios for actively managed funds decline? *This question is required.
Related Content: Lowest-cost, top-performing funds
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