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Advanced Course on Restricted Stock, RSUs, and Performance Shares for CEP or CFP Continuing Education Credit
Instructions: Please read the full course of study before taking the 30-question exam on it. Click on the sections below in any order you want. When you are ready for the exam, click on the link to it at the bottom of this page. To earn the CE credits (5 for CEPs, 3 for CFPs), you must read the whole course of study and then score 70% or better in the exam.
Section 1:
Grant Practices


Section 2:
Performance Shares


Section 3:
Expensing & Corporate Practices


Section 4:
Vesting


Section 5:
General Taxation


Section 6:
Section 83(b) Elections


Section 7:
Withholding & W-2s


Section 8:
Dividend Taxation


Section 9:
Sales & Tax Returns


Section 10:
Life Events: Retirement, Divorce, Death, Disability


Section 11:
Underwater Options & Restricted Stock


Section 12:
M&A


Section 13:
SEC Law


Section 14:
Section 409A & Deferred Compensation


Think you're ready to take the exam? Click here.