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Continuing Education credit — June 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. Which of the below was established by IRS Letter Ruling 8951010? *This question is required.
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2. What is the cap on home equity indebtedness interest a client can deduct, if the loan is used for personal expenses? *This question is required.
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3. If a single client has state income taxes of $4,000 per year, property taxes of $2,500 and mortgage interest of $6,750 a year, how much may they be able to deduct above the standard deduction when filing 2018 taxes? *This question is required.
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4. Of the top-performing 2020 target-date funds over the past five years, per Morningstar, which has the lowest expense ratio, at 0.10%? *This question is required.
Related Content: Top-performing 2020 target-date funds
5. Which of these funds had the highest five-year return, at 8.01%? *This question is required.
Related Content: Top-performing 2020 target-date funds
6. Which had the lowest five-year return, at 5.72%? *This question is required.
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7. From 2016 to 2017, what was the total percentage change in sales for structured annuities? *This question is required.
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8. Which rule states that financial firms must “educate their prospective representatives in understanding that a change of employment is not by itself a suitable basis for recommending a switch from one product to another”? *This question is required.
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9. Among the eight funds featured, how many experienced a higher annualized rate of return for a lump-sum investment than for consistent annual investments? *This question is required.
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10. Which of these funds best weathered the stock market downturn of 2008, when measuring returns? *This question is required.
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