Cfp tax Study guides, Class notes & Summaries
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CFP Prep Exam Questions & Answers 2024/2025
- Exam (elaborations) • 8 pages • 2024
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CFP Prep Exam Questions & Answers 2024/2025 
 
 
What are the four key principles of motivational interviewing? - ANSWERS1. Partnership 
2. Evocation 
3. Acceptance 
4. Compassion 
 
What items will "Always Bar" from CFP Certification? - ANSWERS1. Felony Conviction for Theft, Embezzlement, or other Financially based Crimes 
2. Felony Conviction for Tax Fraud or Other Tax-Related Crimes 
3. Revocation of a financial professional license, unless due to administrative issue. 
4. Felony Conviction...
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Income Tax Fundamentals and Calculations 100% solved
- Exam (elaborations) • 11 pages • 2024
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Income Tax Fundamentals and Calculations 
100% solved 
Andrew Wyman works at a graphic arts business, and his wife has a bookkeeping 
business. Andrew's employer has a profit- sharing plan for employees and 
contributes 3% of compensation annually. The Wymans have provided the 
following information for income tax planning this year: 
Salary- $109,000 
Corp. dividends- $3,000 
Bookkeeping income- $12,000 
IRA contribution- $11,000 
Mortgage interest- $9,000 
Capital losses- $5,000 
Investment i...
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Sean's CFP Exam Questions & Answers 2024/2025
- Exam (elaborations) • 18 pages • 2024
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Sean's CFP Exam Questions & Answers 2024/2025 
 
 
List the four assets that don't fall into the category of "capital assets" or "ordinary income" assets: - ANSWERS1) Accounts Receivable 
2) Copyrights and creative compositions in the hands of the author 
3) Inventory 
4) Depreciable Real Estate and Personal Property (1231) 
 
Memory clue: ACID 
 
List the two types of property that receive 1231 treatment: - ANSWERS1) Personal property (personalty) used in a trade or business (1245) and h...
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Income Tax Fundamentals and Calculations 100% solved
- Exam (elaborations) • 11 pages • 2024
- Available in package deal
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- $10.49
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Income Tax Fundamentals and Calculations 
100% solved 
Andrew Wyman works at a graphic arts business, and his wife has a bookkeeping 
business. Andrew's employer has a profit- sharing plan for employees and 
contributes 3% of compensation annually. The Wymans have provided the 
following information for income tax planning this year: 
Salary- $109,000 
Corp. dividends- $3,000 
Bookkeeping income- $12,000 
IRA contribution- $11,000 
Mortgage interest- $9,000 
Capital losses- $5,000 
Investment i...
-
Test Bank & Solution Manual for Personal Finance 4th Canadian Edition by Jeff Madura
- Exam (elaborations) • 660 pages • 2024
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- $17.99
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1 © 2019 Pearson Canada Inc. Test Bank & Solution manual for Personal Finance, Fourth Canadian Edition (4th Edition) by Jeff Mad 2 © 2019 Pearson Canada Inc. Personal Finance, Canadian Ed., 4e (Madura) Overview of a Financial Plan True/False 1) Many people who believe they have strong personal finance skills do not really understand some basic personal finance concepts. Answer: TRUE Diff: 1 Type: TF Categories: Benefit From Understanding Personal Finance Financial Type: Qualitative Skill Type:...
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CFP exam questions with 100% correct answers graded A+
- Exam (elaborations) • 10 pages • 2023
- Available in package deal
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CFP examTopic 1: Financial Planning Process - correct answer ... 
 
6 step process: EGADIM - correct answer 1. Establish Relationship 
2. Gather Information 
3. Analyze data 
4. Develop plan 
5. Implement 
6. Monitor 
 
Step 1: Establish Relationship - correct answer • Services that will be provided 
• compensation/billing 
• Responsibilities of both client/planner 
• Time frame of relationship 
 
Step 2: Gather quantitative and qualitative data - correct answer • It is important that ...
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Dalton CFP Exam Review With 100% Correct And Verified Answers
- Exam (elaborations) • 16 pages • 2024
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Dalton CFP Exam Review With 100% Correct And Verified Answers 
Peril - Correct Answer-Proximate cause of a loss 
 
Hazard - Correct Answer-Condition that creates or increases the likelihood of a loss 
 
Superannuation - Correct Answer-Risk of outliving retirement funds 
 
Legal elements of a contract - Correct Answer-COALL Competent parties; Offer; Acceptance; Legal Consideration; Lawful purpose 
 
6 Steps to Risk Mgmnt - Correct Answer-DIE DIE Determine obj; Identify risks; Evaluate probability...
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CFP exam questions with correct answers graded A+
- Exam (elaborations) • 10 pages • 2023
- Available in package deal
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- $17.99
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CFP exam 
Topic 1: Financial Planning Process - correct answer ... 
 
6 step process: EGADIM - correct answer 1. Establish Relationship 
2. Gather Information 
3. Analyze data 
4. Develop plan 
5. Implement 
6. Monitor 
 
Step 1: Establish Relationship - correct answer • Services that will be provided 
• compensation/billing 
• Responsibilities of both client/planner 
• Time frame of relationship 
 
Step 2: Gather quantitative and qualitative data - correct answer • It is important tha...
-
Test Bank & Solution Manual for Personal Finance 4th Canadian Edition by Jeff Madura
- Exam (elaborations) • 660 pages • 2024
-
Available in package deal
-
- $19.99
- + learn more
Test Bank & Solution manual for Personal Finance, Fourth Canadian Edition (4th Edition) by Jeff Mad 2 © 2019 Pearson Canada Inc. Personal Finance, Canadian Ed., 4e (Madura) Overview of a Financial Plan True/False 1) Many people who believe they have strong personal finance skills do not really understand some basic personal finance concepts. Answer: TRUE Diff: 1 Type: TF Categories: Benefit From Understanding Personal Finance Financial Type: Qualitative Skill Type: Recall 2) The per capita debt...
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CFP exam fully solved graded A+
- Exam (elaborations) • 10 pages • 2023
-
Available in package deal
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- $18.39
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CFP examTopic 1: Financial Planning Process - correct answer ... 
 
6 step process: EGADIM - correct answer 1. Establish Relationship 
2. Gather Information 
3. Analyze data 
4. Develop plan 
5. Implement 
6. Monitor 
 
Step 1: Establish Relationship - correct answer • Services that will be provided 
• compensation/billing 
• Responsibilities of both client/planner 
• Time frame of relationship 
 
Step 2: Gather quantitative and qualitative data - correct answer • It is important that ...
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