CE Quiz Template - March 2021

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 email a certificate of completion. Please take a screenshot of the results screen, and 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. If a client wants to leave their IRA to a spouse as an eligible designated beneficiary, the spouse must withdraw all inherited assets in what time frame, per the Secure Act. *This question is required.

2. Conduit trusts are required to pay out all distributions how often to beneficiaries? *This question is required.

3. Cryptocurrency firms that send out a 1099-K typically go only to investors who have made at least how much in gross proceeds from crypto investments? *This question is required.

4. In 2021, the highest 37% income tax bracket for trusts is reached at how much taxable income? *This question is required.

Related Content: It's time to revisit the IRA trust. Here's why

5. Married couples filing jointly reach that highest tax bracket of 37% at what amount of taxable income? *This question is required.

Related Content: It's time to revisit the IRA trust. Here's why

6. American citizens living abroad must file their tax return to the U.S. every year by which date? *This question is required.

Related Content: How advisors can serve U.S. expat clients

7. Divorced women who were married for at least how many years can claim a spousal Social Security benefit as long as they don’t remarry. *This question is required.

8. If a client holds out on collecting Social Security benefits until age 70, they will see an increase of what percentage, as a delayed retirement credit, to their eventual monthly payout? *This question is required.

9. The CFP Board allows CFP test takers how many total attempts at passing the exam? *This question is required.

Related Content: How to study for (and pass) the CFP exam

10. Which of these funds has had the strongest 10-year annualized return? *This question is required.

Related Content: Funds with the best 15-year returns

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 — March 2021