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Continuing Education credit — June 2024

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.

If you need assistance, please contact our Customer Success Team
1. The IRS allows for couples filing jointly to make up to this much in home-sale proceeds without being subject to capital gains. *This question is required.
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2. However, the above exemption applies only if the couple have owned the home and lived in it as their primary residence for how many of the past five years. *This question is required.
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3. In order for founders, early-stage employees, angel investors and venture capitalists with holdings in a qualified small business to take advantage of the capital-gains exclusion that allows them to net up to the greater of $10 million or 10 times the value of their investment in capital gains without paying tax, the business must have incorporated as a C corporation in the U.S. and cannot exceed this amount in gross assets: *This question is required.
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4. Which of these types of businesses would NOT qualify for the capital-gains exclusion? *This question is required.
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5. In 2024, what is the highest taxable income a client can make before moving into the 20% federal capital gains tax bracket? *This question is required.
Related Content: Ask an advisor: How can I save my investments from taxes?
6. Which of these states has no state capital gains tax? *This question is required.
Related Content: Which states tax capital gains the most?
7. According to the program’s trustees, Medicare funds may run out by 2036. Which part of Medicare would this likely affect the most, leading to coverage of just 89% of services that year? *This question is required.
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8. After this age, you can use the funds in a health savings account for expenses outside of qualified health expenses, as long as you pay tax on the amount used. *This question is required.
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9. Which of these health care ETFs has the most favorable expense ratio? *This question is required.
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10.  Which of these ETFs has the best one-year return? *This question is required.
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