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Continuing Education Credits
Exam Center


Income Planning for Clients Nearing Retirement
Exam 3: Module 7

Pershing's online self-study program, Income Planning for Clients Nearing Retirement, offers up to four continuing education (CE) credits for Certified Financial Planner Board of Standards (CFP® Board), Investment Management Consultants Association (IMCA®) and Cannon Financial's Certified Wealth Strategist® (CWS). Your firm may also offer CE credits for successful completion of the program. (Please check with your Continuing Education Officer.)
By reviewing module 7 and successfully completing this multiple choice online exam, you can earn 1 CE credit. Simply read the program module, fill out your information and take the exam. Please be sure to print out your final score for your own records.

Note: You must achieve a score of 70% on this exam to qualify for CE credit. Please allow 30-45 days for CFP Board and IMCA CE credits to appear in your diary. You must self report the CE credit you earn for CWS or for your firm's continuing education program. If you have any questions filling out this form, please contact
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