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 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

Wealth Management CE Quiz 5 – 2023

• How Pandemic Has Changed 401K Plans
• Marijuana Use and Life Insurance Underwriting Explained
• Estate Planning/Carried Interest Offers Powerful Estate Planning Opportunities
• AI Will Heighten Cybersecurity Risks RIAs
• Alternative Investments/Wall Street Spots Blockchain Opportunities Crypto Stumbles

Wealth Management CE Quiz 4 - 2023

• Is Blood Really Thicker Than Water?
• Family's Use of CRATs to Save Taxes Backfires
• Why Annuity Sales are Surging
• Special Needs Trusts Can Help SECURE a "Stretch" IRA
• New Reg BI Guidance Focuses on Care Obligations at Heart of Recent Enforcement

Wealth Management CE Quiz 3 - 2023

• How to Safely Store Deposits When Clients Have More Than $250K
  
• Lessons from Michael Jordan’s $10M Make-A-Wish Donation
  
• Biden’s 2024 Green Book Tax Proposals
• Tax Court Denies Charitable Deduction; Rules Trust Didn’t Qualify as CRAT
  
• Tax Court Denies Deduction of Administrative Expenses From Estate