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Continuing Education credit — September 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. At what percentage is the rate for the research and development tax credit for businesses set? *This question is required.
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2. What is the percentage set for the solar energy tax credit for businesses, based on the cost of installing solar photovoltaic systems? *This question is required.
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3. With the child and dependent care tax credit, a max of $3,000 for a single tax filer and $6,000 for couples can go toward this percentage range of qualifying child care expenses. *This question is required.
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4. The child and dependent care tax credit isn’t available for couples who file separately. However, if one has a dependent care FSA through work, they may be eligible to receive a reimbursement of up to this much. *This question is required.
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5. If a client is a business owner with a child under 18, they can pay the child up to this amount for the year without having to pay FICA taxes. The child also won’t have to pay income taxes, and the business-owner parent can deduct the wages from their profit as a business expense. *This question is required.
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6. Charitable remainder unitrusts and charitable remainder annuity trusts must have a percentage annual payout of at least this and not more than this, per the IRS. *This question is required.
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7. The top federal tax credit for owning a qualified electric car is this amount. *This question is required.
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8. Which of these investments is generally considered beneficial for advisors to hold for short periods for clients? *This question is required.
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9. Which of these funds had the worst one-year return as of Aug. 2? *This question is required.
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10. Which of the below funds has the most favorable expense ratio? *This question is required.
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