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Advanced Course on Nonqualified Stock Options 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:
Plan Design, Guidelines, & Policies


Section 2:
Valuation & Expensing


Section 3:
Exercises


Section 4:
Tax Rules & Principles


Section 5:
Tax Withholding


Section 6:
Tax Reporting (Individuals)


Section 7:
Life Events


Section 8:
Job Events


Section 9:
SEC Law


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