CFP Quizzes & Trivia
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Questions: 5 | Attempts: 883 | Last updated: Dec 6, 2018
It is a known fact that starting a business without a plan will just destined it for failure. Are you studying to be a certified financial planner? The CFP mock test practice quiz is designed to help you pass the exams and...
Questions: 5 | Attempts: 883 | Last updated: Dec 6, 2018
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Sample Question. 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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CFP Certified Financial Planner Test covers wealth management, tax planning, insurance, retirement planning, estate planning, and other basic personal finance topics. The Certified Financial Planner is a professional...
Questions: 10 | Attempts: 100 | Last updated: Oct 2, 2018
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Sample QuestionMr. 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.?