Wealth Management CE Quiz

For CCTS, CISP, CRSP, CSOP and CTFA

Earn one continuing education (CE) credit for applicable certifications by completing quizzes based on content from wealthmanagement.com.

Each quiz consists of ten questions taken directly from articles on the website. You must correctly answer seven out of ten questions to receive the credit. Each quiz will only be available for one year.

How to Access the Quiz

1. Log in to the Certification Manager. Sign in to your ABA.com account, using the email address associated with your certification, and then select the Certification domain from the list of accounts.
2. Hover over the “Explore ABA Training" button and select “Quizzes.”
3. Locate and click on the desired quiz. Select "Request" to launch the quiz.

Quiz credits are automatically uploaded to your record. If you have any questions, please contact ABA Professional Certifications.

Quiz Articles

Wealth Management CE Quiz 6 – 2024

• Good Estate Planning Never Goes Out of Style
• Asking The Right Questions About Equity Compensation
• Treasury Department Finalizes Basis Consistency Regulations
• Attributes of a Great Retirement Plan Advisor
• Private Credit Is Being Threatened by a Cocktail of Risks

Wealth Management CE Quiz 5 – 2024

• Estate Settlement Explained
• 3 Underutilized Estate Planning Strategies for Business Owners
• The Future of IRA Rollovers
• U.S. Supreme Court Decision Upholds Constitutionality of Transition Tax
• Inflation’s Impact on Retirement, Taxes and Estate Planning

Wealth Management CE Quiz 4 - 2024

• IRS Issues Proposed Foreign-Trust Regulations
• A Peek into the Future for 401(k) Plans
• Probate Disputes Explained
• Life Insurance Planning When the Sunset’s in Doubt
• Americans Are Picking Colleges Not Knowing If They Can Afford It

Wealth Management CE Quiz 3 - 2024

• Buffer ETFs May Protect Investors from Losses. That Comes with a Cost.
• Optimizing AI for Financial Advisors
• Will Tech VC Funds Become the New Frontier for Private Wealth?
• Using a Form 409A Valuation Report for a Gift or Estate Tax Filing
• Planning for Family Foundation Transitions

Wealth Management CE Quiz 2 - 2024

• Demystifying Life Insurance So Clients Can Make the Best Decision
• Data Shows Advisors Don’t Get Philanthropy
• A Rough Climate for Private Equity Exits Leads to a Spike in Continuation Funds
• Live from Heckerling: Current Issues in Estate and Gift Tax Audits and Litigation
• Live from Heckerling: Practical Partnership Panaceas to Common Client Circumstances

Wealth Management CE Quiz 1 - 2024

• 401(k) Industry Sends Urgent Call to Wealth Advisors
• Private Equity Courts a Growing Class of Mini-Millionaires
• Millennials Want Fixed Income With Feels
• Higher Bond Yields Mean Retirees Can Pull a Bit More From Savings
• What You Need to Know About IRS Tax Changes for 2024

Wealth Management CE Quiz 6 – 2023

• Planning for Digital Assets 101
• A Sneak Peek at the Potential 2024 Estate and Gift Tax Rates
• Dynasty Trusts: Separating Fact from Fiction
• SEC Hits 9 More Firms With SEC Ad Rule Violations
• Unlocking Succession Gridlock