CE Quiz Template - February 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.

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1. What will the approximate estate tax exemption be for a couple in 2018? *This question is required.

2. What will the approximate 2018 exemption be for a single filer? *This question is required.

3. A client has $500,000 in a retirement account. Which portfolio and withdrawal strategy should see the largest balance remaining at the end of 40 years? *This question is required.

4. In the same scenario, which strategy should see the lowest balance remaining? *This question is required.

5. If a client contributes $300 a month to an aggressive, 8%-return portfolio, how far along toward a goal of $1 million in retirement funds will they be in 23 years? *This question is required.

6. What is the typical college inflation rate assumed by financial planners? *This question is required.

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7. The actual five-year real change in published tuition, fees, and room and board from the 2011-2012 school year to 2016-2017 was how much, annually, for private four-year colleges? *This question is required.

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8. During the same time span, what was the real change for public colleges? *This question is required.

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9. If an advisor has a client sign a blank form, then fills out the form for the client in an effort to be helpful, which FINRA rule is the advisor violating? *This question is required.

10. Under FINRA Rule 3210, an advisor needs written consent from their firm for which activity? *This question is required.

11. First Name *This question is required.

12. Last Name *This question is required.

13. CFP Board ID Learn more about CFP Board Certification

14. IMCA ID Learn more about IMCA Certification

15. Email Address *This question is required. This question requires a valid email address.

Continuing Education credit — February 2018