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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