CFP Quizzes & Trivia

Becoming a Certified Financial Planner (CFP) could be one of the greatest decisions you ever make in life. Certified Financial Planners are in high demand as more and more people are seeking out help with their finances. Do you know a thing two about properly managing money? Take these quizzes and prove it!

The CFP is a professional certification mark for financial planners conferred by what board? True or false: to receive ongoing authorization to use the designation, a candidate must pay an ongoing fee. What educational requirements are necessary for becoming a CFP?

As a first step towards obtaining a CFP, candidates must master a list of how many topics related to integrated financial planning? These quizzes will have you racking your brain the whole way through but it sure is a lot of fun! Don’t miss out!

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CFP Mock Test Practice Quiz

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: 791 | Last updated: Dec 6, 2018

Sample Question
. Which code of ethics rule asserts that a financial planner should not solicit clients through and false or misleading communications or advertisements?

Rule 101

Rule 102

Rule 103

Rule 104

CFP Certified Financial Planner Test Prep

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

Sample Question
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.?

$7.04 million

$7.29 million

$9.36 million

$10.08 million