Logged-in users who have purchased and read a book can access the final examination after 2 days from time of purchase.
Satisfies the NEW Annuity Best Interest Requirement
CFP Credit (Optional): 4 Technical Investment Management
IWI Credit (Optional): 4 Wealth Management
Satisfies Ongoing Long-Term Care Requirement
CFP Credit (Optional): 4 General Financial Planning Principles
MUST be completed by midnight 1/31/2024 / Meets NEW Annuity Best Interest Requirement
CFP Credit (Optional): 1 Investment Planning
IWI Credit (Optional): 1 Technical Investment Management
CFP Credit (Optional): 10 Estate Planning
IWI Credit (Optional): 10 Wealth Management / 0 Ethics / 1 Tax Regulation