Financial Planning Quizzes, Questions & Answers

Top Trending Financial Planning Quizzes

Are you studying to be a certified financial planner? The CFP mock practice test is designed to help you pass the exams and get your certification. It is a known fact that starting a business without a plan will destined it for...

Questions: 10 | Attempts: 2462 | Last updated: Aug 20, 2023

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

The Financial Planning Process Quiz! Trivia

A financial plan looks at financial goals and steps taken to achieve them. Let's see what you know about it with the 'The financial planning process trivia quiz' that we've created below. Most people typically...

Questions: 29 | Attempts: 7069 | Last updated: Jan 30, 2024

Sample Question
Which of the following does NOT fall within the scope of financial planning?

Work History

Equity Assets

Cash Reserves and Equivalents

None of the above

Limiting Factor Quiz Questions And Answers

A limiting factor is any factor that restricts a company or an organization's activities. Play this quiz on limiting factors containing questions and answers. Firms can be faced with deficits resulting from drawbacks in the...

Questions: 14 | Attempts: 516 | Last updated: Sep 4, 2023

Sample Question
Linear programming is used to:

Maximise contribution

Minimise costs

Minimise contribution

Maximise costs

Concept Of Financial Planning - Ch 1

This quiz is designed based on the Concept of Financial Planning - Chapter 1

Questions: 20 | Attempts: 8017 | Last updated: Mar 22, 2023

Sample Question
Definition of Financial Planning is

“Financial Planning is the process of meeting one’s life goals through the proper management of personal finances.”

“Financial Planning is the process of meeting one’s life goals.”

“Financial Planning is the proper management of personal finances.”

None of the above

CFP Certified Financial Planner Test Prep

The Certified Financial Planner (CPF) is a certification endorsed by CFP Board in which examination, training, ethic requirements and a fee is required for the approval. The certification entertains the renewal of certification...

Questions: 10 | Attempts: 198 | Last updated: Mar 22, 2023

Sample Question
What type of question is the CFP Certification exam?

Multichioce

Essay

Fill in the blank

Checkbox

Recent Financial Planning Quizzes

How Well Do You Know About Personal Financial Advisor?

Personal financial advisor helps with the financial needs of individuals. Are you aware of such services? Regardless of the answer, we have some questions for you to answer.

Questions: 10 | Attempts: 134 | Last updated: Mar 18, 2023

Sample Question
In the United States, a financial advisor carries a Series?

65 or 66

64 or 67

63 or 65

60 or 63

Oracle Hyperion Planning Assessment Test

Properly accessing the skills of an applicant before an interview is effective with the Oracle Hyperion Planning assessment test. This solution is both Web and Excel-based, and used for planning, budgeting, forecasting, and...

Questions: 10 | Attempts: 266 | Last updated: Mar 21, 2023

Sample Question
What is Oracle Hyperion?

A centralized planning process

A device for storing predictions

A tool for keeping private information

A marketable product

Donating Retirement Plan Assets

This quiz is part of the introductory curriculum for the graduate course Personal Financial Planning 5325 "Introduction to Charitable Planning" from Texas Tech University. For free downloads of the...

Questions: 20 | Attempts: 164 | Last updated: Mar 22, 2023

Sample Question
Which of the following is NOT an important reason why fundraisers would likely be interested in learning about charitable giving and retirement plan assets?

Because such a large share of wealth is held in retirement plan assets

Because retirement plan assets left at death to non-charities can be heavily taxed, making bequests to charities relatively inexpensive

Because current gifts from IRAs are particularly attractive for living donors under age 60

Because donors over 70½ must make withdraws from standard IRAs even if they don’t need the money, potentially opening up the possibility for charitable giving

Because Roth conversions may cause large spikes in income that donors will want to offset with charitable, or other, deductions

Bargain Sale Charitable Gifts

This quiz is part of the curriculum for the graduate course Personal Financial Planning 5325 "Introduction to Charitable Planning" from Texas Tech University. For free downloads of the audio lectures...

Questions: 18 | Attempts: 206 | Last updated: Mar 21, 2023

Sample Question
A bargain sale is

The sale of an asset to a charity at less than fair market value

When a percentage of the gross proceeds from the sale of an item are dedicated, in advance, to go to a charity

When a percentage of the net proceeds from the sale of an item are dedicated, in advance to go to a charity

When a donor finds an item needed by a charity available for sale at a discounted price, purchases the item, then gives the item to the charity

When the charity sells an asset to a donor at less than fair market value

Timing Of Charitable Deductions

Timing of Charitable Deductions

Questions: 14 | Attempts: 173 | Last updated: Mar 21, 2023

Sample Question
Which of the following are completed deductible gifts?

Donor delivers money or property to a charity with a limitation that it must be spent on a particular person specified by the donor

Donor delivers valuable property to a charity, but keeps retained interests that are not specifically allowed by statute

Donor gives money or property to the donor’s agent with instructions to deliver the money or property to the charity

Donor promises to deliver money or property to the charity in 3 days

Donor delivers money or property to an agent representing the charity, but the agent will not actually transfer the money or property to the charity for another 30 days

Financial Planning Quizzes, Questions & Answers

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