CFP Quizzes Online & Trivia

A comprehensive database of CFP quizzes online, test your knowledge with CFP quiz questions. Our online CFP trivia quizzes can be adapted to suit your requirements for taking some of the top CFP quizzes.

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!

Related Topics

Quizzes: CCC Quizzes  |  CCP Quizzes  |  CCSA Quizzes  |  CDFM Quizzes  |  CEH Quizzes  |  CFA Quizzes  | 

  • 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?

  • . 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.