Tax cfp Study guides, Class notes & Summaries
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CFP Practice Questions - Fundamentals
- Exam (elaborations) • 23 pages • 2024
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CFP Practice Questions - Fundamentals 
 
As a rule of thumb, it is best if consumer debt does not exceed: 
 
A. 20% of net income. 
B. 20% of gross income. 
C. 3 to 6 months of expenses. 
D. 36% of gross monthly income. - A. 20% of net income 
 
This is a rule of thumb, along with the others that recommend housing debt be limited to 28% of 
gross income, and total debt not to exceed 36% of gross income. 
 
David has won the Illinois state lottery. He must decide whether to receive annual payment...
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Test Bank & Solution Manual for Personal Finance 4th Canadian Edition by Jeff Madura
- Exam (elaborations) • 660 pages • 2024
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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 Study Guide Exam 2023
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CFP Study Guide Exam 2023 
Steps to Financial Planning - EGADCIM - CORRECT ANSWER-1. Establishing and 
defining the client planner relationship 
2. Gathering information necessary to fulfill the engagement 
3. Analyzing and evaluating the client's current financial status 
4. Developing the recommendations 
5. Communicating the recommendations 
6. Implementing the recommendations 
7. Monitoring the recommendations 
Eight Principal Knowledge Categories - CORRECT ANSWER-1. Professional Conduct ...
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CFP exam fully solved graded A+ 2023/2024
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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...
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CFP Practice Test 2023
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CFP Practice Test 2023 
CFP Standards of Conduct Sections (6) - CORRECT ANSWER-A. Duties owed to 
clients. 
B. Fin. Planning and Application of Practice Standards 
C. Practice Standards for Fin. Planning Process 
D. Duties owed to firms/subordinates 
E. Duties owed to CFP Board 
F. Prohibition on Circumvention 
Section A of CFP Standards of Conduct - CORRECT ANSWER-Duties owed to Client: 
1. Fiduciary Duty 
2. Integrity 
3. Competence 
4. Diligence 
5. Disclose and Manage Conflicts of Interest ...
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CKA Test Questions ANSWERED 100% SOLVED ALREADY PASSED!!
- Exam (elaborations) • 26 pages • 2023
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Ron believes that you should not teach your children about credit cards, given that credit cards open them to temptation and materialism. 
True False - CORRECT ANSWER False 
All debt repayment is done with after-tax dollars. 
True False - CORRECT ANSWER True 
Which of the following is NOT an attribute of a Biblical approach to financial decision-making: 
Is holistic in nature Begins with a biblical worldview Fully integrated in its application Is limited in nature - CORRECT ANSWER Is limit...
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BUSI 354 TOP Exam Questions and CORRECT Answers
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Kristen, a CFP practitioner, reviewed a new client's financial plan that was developed eight 
years ago. Her client has subsequently inherited $7 million, acquired property that is not 
mentioned in his will, and is showing signs of early dementia. What should Kristen do to help 
her client? 
A. accompany her client to an appointment with an accountant to obtain estate tax advice 
B. Fill out a durable power of attorney document downloaded from a website 
C. accompany her client to an app...
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Calculations to Know Exam Questions with Verified Correct Answers (Graded A+)
- Exam (elaborations) • 32 pages • 2024
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Net (After Tax) Yield - ANSWER-[(1+After Tax Return)/(1+Inflation)-1]x100 
 
A young couple (both age 30) comes to the financial planner with the desire for assistance in improving their family's financial position. They have two healthy children, ages 3 and 6. The husband is a foreman for a manufacturer of auto parts. His current salary is $30,000 per year. The wife is a marketing professor for a state university. Her current salary is $40,000 per year. The couple recently purchased a riverfro...
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Certifications for Personal Financial Planning, Corporate Finance, Treasury Management Q&A
- Exam (elaborations) • 6 pages • 2024
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Certified Financial Planner (CFP) (Personal Financial Planning) - Answer-Certified Financial Planner (CFP) 
www.c(p-net 
Why has the CERTIFIED FINANCIAL PLANNER certification become so sought after by consumers and the financial planners who serve them? The answer is simple. The public is looking for a planner who has demonstrated a commitment to competency, and financial professionals want an established certification that sets them apart in a globally expanding financial planning profession....
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Test Bank & Solution Manual for Personal Finance 4th Canadian Edition by Jeff Madura
- Exam (elaborations) • 660 pages • 2024
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- $16.99
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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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