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Advanced Course on Employee Stock Purchase Plans for CEP or CFP Continuing Education Credit
Instructions: Please read the full course of study before taking the 28-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 five credits, you must read the whole course of study and then score 70% or better in the exam.
Overview of Topic: Podcast on the Basics of ESPPs
Section 1:
Basics Section 2: Plan Design Section 3: IRS Rules & Limits Section 4: Enrollment, Offering, & Purchase Section 5: Life Events & Corporate Events Section 6: Taxation Section 7: Withholding & Form W-2 Section 8: Sales & Participants' Tax Reporting Section 9: Securities Law Think you're ready to take the exam? Click here.
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