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Continuing Education credit — June 2020

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 or send a confirmation email. Please take a screenshot of the confirmation from the results page 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 Arizent customer service at help@arizent.com.
1. QCDs allow clients aged 70 ½ or older to transfer up to what amount per year from their IRA to go directly to charity? *This question is required.
2. What is the additional standard deduction amount for clients ages 65 and older? *This question is required.
3. If a client made a post-70 ½ deductible traditional IRA contribution on March 5, 2020, up until what date can the contribution — along with any earnings or losses — be voluntarily removed by the client? *This question is required.
4. Which of these funds had the best 10-year return? *This question is required.
5. Which of these funds had the best one-year return? *This question is required.
6. Which section of Form ADV requires disclosure of a “financial condition that is reasonably likely to impair your ability to meet contractual commitments to clients?” *This question is required.
7. Per the CARES Act, a client can withdraw $100,000 from their retirement savings accounts without penalty as long as they do so by what date? *This question is required.
8. The client who does the above has how many years to pay taxes on such a withdrawal? *This question is required.
9. If a client took an RMD on Feb. 1, 2020, until which date do they have to roll over the RMD payment, and eliminate the tax bill, per the CARES Act? *This question is required.
Related Content: Most-asked CARES Act questions
10. A client’s child who is under the age of 19, or is a full-time student under age 24, may be subject to the kiddie tax if his or her investment interest, dividends and capital gains income exceed what amount? *This question is required.
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