Learning Center: Course on Taxation and Tax Reporting 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.
Section 1:
Nonqualified Stock Options

Section 2:
Incentive Stock Options

Section 3:
Restricted Stock/RSUs & Performance Shares

Section 4:
Employee Stock Purchase Plans

Section 5:
Stock Appreciation Rights

Section 6:
Tax Rates and Withholding & Form W-2

Section 7:
Tax-Return Reporting

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