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Course on Financial Planning with Stock Compensation 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:
Basics


Section 2:
Strategies


Section 3:
Advanced Strategies


Section 4:
High Net Worth


Section 5:
Diversification


Section 6:
Life Events: Retirement and College Funding


Section 7:
Gifts


Section 8:
Estate Planning


Section 9:
Dividends


Section 10:
Insider Trading & Rule 10b5-1 Trading Plans


Section 11:
Year-End Planning


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