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Continuing Education credit — July 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. Which of these is NOT a type of structured note? *This question is required.
Related Content: Structured notes: A nontraditional, customizable tool that's useful
for retiring clients
2. Which of these underlying assets can NOT be linked to a structured note? *This question is required.
Related Content: Structured notes: A nontraditional, customizable tool that's useful
for retiring clients
3. Charitable tax deductions can be spread out for as long as this many years. *This question is required.
Related Content: How great works of art can bring grand tax savings on capital gains
4. For art donations to a qualified charity, the donor must get a qualified appraisal for any piece worth more than this amount. *This question is required.
Related Content: How great works of art can bring grand tax savings on capital gains
5. Per Treasury and IRS regulations, brokers will have to report sales or exchange transactions of digital assets, including cryptocurrency, that take place beginning on this date. *This question is required.
Related Content:  IRS finalizes rules on selling and exchanging crypto
6. On which form will this reporting be made? *This question is required.
Related Content:  IRS finalizes rules on selling and exchanging crypto
7. Currently, a spousal lifetime annuity trust can shield up to this much from estate taxes. *This question is required.
Related Content: Trusts are useful but complicated. Here are some basics
8. When did the SEC’s T+1 settlement mandate, requiring most trades in stocks, bonds, ETFs and other securities to settle within one day, take effect? *This question is required.
Related Content: Advisors under regulatory scrutiny over single-day trade settlements
9. Which of the below ETFs had the best one-year return as of July 3, 2024? *This question is required.
Related Content: The 20 ETFs with the biggest outflows of June 2024
10. Which of the below ETFs had the WORST one-year return as of July 3, 2024? *This question is required.
Related Content: The 20 ETFs with the biggest inflows of June 2024
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