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Instructions: Please read the full course of study before taking the 30-question exam on the material covered in the course. To earn continuing education credit (3 CE credits for CFPs, 3 PACE credit hours for CLU® or ChFCs®, or 6 CPE hours for credentialed ASPPA members), you must read the entire course of study and then score 70% or better in the exam. When you are ready to take the exam, click on the link to it at the bottom of this page.

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Core Concepts : Basics
Core Concepts : Benefits
Core Concepts : Types of Plans
Taxes : Basics
Taxes : Advanced
Taxes : Reporting
Taxes : Section 409A Rules
Think you're ready to take the exam? Click here!
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