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Continuing Education credit — January 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 is the approximate national annual median cost for homemaker services (cooking, cleaning, running errands, etc.) according to a 2017 Genworth survey? *This question is required.
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2. What is the annual gift tax exclusion for 2018? *This question is required.
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3. At the end of 2016, investments held in Roth IRAs totaled approximately this percentage of the $7.9 trillion held in IRAs overall? *This question is required.
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4. During the nine years from 2007 through 2015, what percentage of Roth investors made rollovers into their Roths? *This question is required.
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5. Of U.S. bonds, U.S. TIPS, non-U.S. bonds and commodities, which has the lowest correlation to U.S. large-cap stocks from 2002 to 2016? *This question is required.
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6. During the same time period, which of these asset classes had the highest correlation to U.S. large-cap stocks? *This question is required.
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7. What was the difference in total annuity sales from the first half of 2016 to the first half of 2017? *This question is required.
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8. After age 55, how much extra, annually, can a client contribute to an HSA? *This question is required.
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9. How many seniors aged 65 and over will need long-term care services, according to the Department of Health and Human Services? *This question is required.
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10. If a safe portfolio approach includes a lifetime immediate annuity covering all essential expenses of retirement, which retirement planning shape would this fall under? *This question is required.
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