CE Quiz

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Frequently Asked Questions

  • Which organizations approve CE Credits? CE Credits are through the CFP Board of Standards. Credits count under CFP Board subject A: financial planning process/general principles.
  • How do I know I have passed? Our website automatically displays a 'thank you' page with the results of your test. You will also be notified of the result by e-mail.
  • If I fail, can I take the test again? Yes. You are allowed to take the test as many times as you would like.
  • Can CE Credits be applied to other designations? Rules vary, depending upon the designation. Generally, a number of designations will accept CFP Board of Standard-approved CE credits as part of their ongoing CE requirements, but it is best to check with them first.
  • Why do you need my CFP license number? This allows us to notify the CFP board that you have successfully completed the test.
  • When are new CE Credits available? A new test is posted in the first week of every month.
  • If I do not receive e-mail confirmation of the result, what should I do? Contact our customer service department at 1.800.221.1809

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Welcome to the CE Credit Center

As a member of Financial-Planning.com, you can earn up to 12 hours of FREE CE Credits from the CFP Board of Standards at this site. To take this month's test, read the articles linked in the quiz, answer the questions, and then press the SUBMIT button.

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