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Continuing Education credit — October 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. The 2.5% Social Security cost-of-living adjustment (COLA) for 2025 continues a downward trend from the 8.7% hike accorded Social Security recipients in this year. *This question is required.
Related Content: 'Diet' COLA: Advisors talk to clients about the lowest increase in years
2. In 2025, how much more money will the average Social Security recipient receive in their monthly benefit?  *This question is required.
Related Content: 'Diet' COLA: Advisors talk to clients about the lowest increase in years
3. Most Medicare recipients don't pay a monthly premium for Part A (hospital insurance) if they or their spouse have paid Medicare taxes for at least this many years. *This question is required.
Related Content: Medicare basics for accountants: Key considerations for advising clients
4. What topics were added to the FINRA Rule 2210 guidance on advertising this May? *This question is required.
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5. Which type of a buy-sell agreement contains components of the other types of agreements? *This question is required.
Related Content: Buy-sell agreements and their tax considerations
6. All of the following elements apply in a cross-purchase agreement except: *This question is required.
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7. If the Tax Cuts and Jobs Act of 2017 sunsets at the end of 2025, the number of taxpayers subject to alternative minimum tax is expected to grow by this amount: *This question is required.
Related Content: Tax planning for the unknown
8. If home equity loan interest deductions revert to pre-TCJA levels, beginning in 2026 interest could then be deducted from the first $1 million in home mortgage debt and this amount in a home equity loan. *This question is required.
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9. Which of these ESG open-end funds or ETF had the worst 10-year annualized return as of Oct. 4, 2024? *This question is required.
Related Content: The 10 worst-performing ESG funds of the decade
10. Which of these technology funds had the most favorable expense ratio as of Sept. 13, 2024? *This question is required.
Related Content: The top 20 technology funds of the decade
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