Cfp tax Study guides, Class notes & Summaries
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Certifications for Personal Financial Planning, Corporate Finance, Treasury Management Q&A
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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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CFP Reviewed Questions and Elaborated Answers 2023
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CFP Reviewed Questions and 
Elaborated Answers 2023 
Public 457(b) Plan - CORRECT ANSWER-Plans of deferred compensation described in 
IRC section 457 are available for certain state and local governments and nongovernmental entities tax exempt under IRC Section 501. They can be either eligible 
plans under IRC 457(b) or ineligible plans under IRC 457(f). Plans eligible under 457(b) 
allow employees of sponsoring organizations to defer income taxation on retirement 
savings into future year...
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Test Bank & Solution Manual for Personal Finance 4th Canadian Edition by Jeff Madura
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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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20232024 COMPLETE EXAM FOR CFP 4 - CHAPTER 2 (INCOME TAX FUNDAMENTALS AND CALCULATIONS: DEDUCTIONS AND CREDITS)
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20232024 COMPLETE EXAM FOR CFP 4 - CHAPTER 2 (INCOME TAX 
FUNDAMENTALS AND CALCULATIONS: 
DEDUCTIONS AND CREDITS) 
 
 
 
Standard Deduction - CORRECT ANSWER-AGI is reduced by greater of Standard 
Deduction or Itemized Deduction 
 
Based on filing status and calendar year of filing 
 
Taxpayer 65 and older can take an additional deduction, another deduction available to 
those who are blind 
 
Itemized Deductions - CORRECT ANSWER-AGI is reduced by greater of Standard 
Deduction o...
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CFP Exam Unit 1 - July 2022 with Updated Questions and Answers
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CFP Exam Unit 1 - July 2022 with Updated 
Questions and Answers 
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 - C...
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CFP - Level 1 Exam
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Regarding buying securities on margin, which self-regulatory organizations (SROs) require you to deposit a minimum of $2000 or 100 percent of the purchase price, whichever is less? - Answer- Financial Industry Regulatory Authority (FINRA) 
 
Principle 4—Fairness does not include - Answer- Treating all clients the same. 
 
Under CFP Board fiduciary rules, a CFP professional who is providing financial planning advice must follow client instructions. There are times, however, when a CFP professio...
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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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20232024 COMPLETE EXAM FOR CFP 4 - CHAPTER 2 (INCOME TAX FUNDAMENTALS AND CALCULATIONS: DEDUCTIONS AND CREDITS)
- Exam (elaborations) • 7 pages • 2024
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20232024 COMPLETE EXAM FOR CFP 4 
- CHAPTER 2 (INCOME TAX 
FUNDAMENTALS AND CALCULATIONS: 
DEDUCTIONS AND CREDITS) 
Standard Deduction - CORRECT ANSWER-AGI is reduced by greater of Standard 
Deduction or Itemized Deduction 
Based on filing status and calendar year of filing 
Taxpayer 65 and older can take an additional deduction, another deduction available to 
those who are blind 
Itemized Deductions - CORRECT ANSWER-AGI is reduced by greater of Standard 
Deduction or Itemized Deduction 
Repo...
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CFP-Financial Planning Test Guide Questions and Answers
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banker - Answer-Someone who, individually or as a member of a company, operates an establishment for the deposit or loan of money. 
 
budget - Answer-A detailed plan of income and expenses expected over a certain period of time. A budget can provide guidelines for managing future investments and expenses. 
 
financial plan - Answer-A comprehensive strategy designed to help individuals achieve specific financial goals and prepare for unexpected life challenges or events. Financial plans may inclu...
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FIN 201 Exam 1 Actual Questions And Correct Detailed Answers Graded A+.
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What are the 3 sub-specialties within finance? - correct answer - Corporate finance 
- Investments 
- Institutions 
 
Corporate finance - correct answer - Goal is to maximize shareholder wealth for publicly traded forms or to maximize owner wealth for privately held companies 
- A financial manager works towards this goal by managing the investing and financing functions of a firm 
 
Investments - correct answer ...
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