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Continuing Education credit — August 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.

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1. Clients under age 65 who spend money from an HSA account for a nonqualified expense can pay up to this percentage of the withdrawal amount as penalty. *This question is required.
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2. At age 65 and above, clients will pay up to this amount in withdrawal penalties if they use their HSA money for nonqualified expenses. *This question is required.
Related Content: These common HSA mistakes can cost clients
3. Typically, association group term life insurance reduces its coverage by what percentage when the policy holder reaches the age of 75? *This question is required.
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4. Per new IRS rules that eliminate the so-called stretch strategy, beneficiaries who inherit an IRA from someone who died in 2020 or later must take distributions on all of those assets within how many years? *This question is required.
Related Content: Final IRS rules to IRA beneficiaries: Get going on those RMDs already
5. Which of these types of beneficiaries are exempt from the above rule? *This question is required.
Related Content: Final IRS rules to IRA beneficiaries: Get going on those RMDs already
6. Per the SEC’s marketing rulings updated in 2021, which of the below are advisors allowed to do? *This question is required.
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7. Which of these SEC rules covers when a company must include a shareholder’s proposal in its proxy statement (or when it can exclude it based on eligibility criteria)? *This question is required.
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8. Which of the below states has the highest property tax burden, as a share of total personal income, for residents? *This question is required.
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9. Which of the below ETFs has the most favorable expense ratio? *This question is required.
Related Content: The 20 ETFs with the biggest inflows of July 2024
10. Which of the below ETFs has had the best one-year return as of Aug. 2, 2024? *This question is required.
Related Content: The 20 ETFs with the biggest inflows of July 2024
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