Learning Center: Course on Nonqualified Stock Options for CE 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, 3 for CPWAs, 3 for CIMAs), you must read the whole course of study and then score 70% or better in the exam.

Overview of Topic:

Powerpoint on nonqualified stock options
Podcast on the basics of stock options
Podcast: Stock Option Terms: What You Can Expect
Videos on core concepts and taxes

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.