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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 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.
Overview of Topic:
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.