In accordance with the directory listing agreement, we offer our participants the opportunity to pass an exam that demonstrates knowledge of 529 plans and college planning. Those who correctly answer 20 of 25 questions will have a 529 Pro badge displayed on their directory listing. All answers should reflect current law.
Your membership on the Directory of Financial Professionals and your subscription to 529 Directory of Financial Professionals expires with your Pro subscription. Your subscription is automatically renewed unless you cancel prior to that date.
We hope you find great success and many new prospects with your Find a 529 Pro directory listing. Please feel free to contact Elaine Moody if you have any questions regarding your listing.
NOTE: This is a 25-question exam. You must answer at least 20 of the questions correctly to pass.
Proceed to the exam by clicking the “Go” button below.