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CFP Questions and Answers
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. Which code of ethics rule asserts that a financial planner should not solicit clients through and false or misleading communications or advertisements?
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A ______ statement forecasts future balance sheets and cash flow statements.
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The Bankruptcy Code was established by Congress in 1978 in accordance with Article I, Section _____ of the Constitution.
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Mr. and Mrs. Yung, both aged 48 and each with a life expectancy of 90, have a current annual household income of $600,000 and current savings of $1.75 million. They would like to retire in 12 years time on 70% of their current income adjusted for inflation. They also wish to leave an estate of $3 million to their only daughter, Tina, upon their deaths. The inflation rate is expected to be 3% p.a. In order to achieve the Yungs’ objectives, how much capital should they accumulate at age 60 if the expected rate of return is 8% p.a.?
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Ronald has taken out a car loan of $280,000 to be repaid over 3 years. Interest rate is at 3.5% for the first year, 4.5% for the second year, and 5.5% for the third year. Calculate Ronald’s monthly payment in the first, second and third year respectively.
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A financial planner has extracted the following information about a client from his file: “Existing investment portfolio: aggressive Findings of risk-profiling questionnaire: conservative” In light of the above, what is the BEST approach that the client’s financial planner should take?
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