Financial Planning’s January 2026 continuing education quiz

Advisors who are looking to start the year by meeting their Continuing Education (CE) requirements can now take advantage of Financial Planning’s January 2026 quiz. This quiz is accredited by both the Certified Financial Planner (CFP) Board and the Investments and Wealth Institute, ensuring that participants receive valuable educational content.

The quiz is designed to test advisors’ knowledge across a variety of financial planning topics. By reviewing recent coverage from Financial Planning, advisors can enhance their understanding of practical applications in areas such as tax-gain harvesting, Section 351 ETF exchanges, ABLE account updates, the SEC marketing rule, and corporate tax rates.

Participants in the January quiz will engage with content from six specific articles, covering essential information that is relevant to their practice.

To earn one hour of CE credit, advisors must answer at least eight out of the ten quiz questions correctly. Additionally, participants are required to provide their CFP or IWI ID numbers when submitting their results. This process ensures that CE credits are accurately recorded for each individual.

For advisors looking to accumulate even more CE credits throughout the year, Financial Planning offers an archive of active quizzes. By completing these additional quizzes, advisors can earn up to 12 credits annually. It’s important to note that all quizzes expire within 24 months of their original publication date.

Continuing education is essential for advisors to stay informed about the latest developments and trends in the financial planning industry. By regularly engaging with educational resources like Financial Planning’s quizzes, advisors can enhance their expertise and provide more valuable insights to their clients.