CFP Quizzes & Trivia

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Each and every cfp quiz that we have is made up of well-researched and interesting quiz questions. With detailed instant feedback for quiz answers, you can easily learn something new about cfp with every question you attempt.
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: 430
  • Sample Question
    . Which code of ethics rule asserts that a financial planner should not solicit clients through and false or misleading communications or advertisements?
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
  • 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.?




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CFP Questions and Answers


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

  • A ______ statement forecasts future balance sheets and cash flow statements.

  • The Bankruptcy Code was established by Congress in 1978 in accordance with Article I, Section _____ of the Constitution.

  • 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.?

  • 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.

  •  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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