New cfp exam update - Study guides, Class notes & Summaries

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CFP Mock Exam New Update 2023 with  Complete Questions and Answers
  • CFP Mock Exam New Update 2023 with Complete Questions and Answers

  • Exam (elaborations) • 29 pages • 2023
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  • CFP Mock Exam New Update 2023 with Complete Questions and Answers Which of the following is correct regarding certificates of deposit (CDs)? A. CD's are short-term securities that may be bought or sold in the open market at a market-determined price. B. CD's typically invest in high-quality, short-term investments, such as commercial paper, T-Bills, and money market funds. C. CDs are known as "time deposits" D. The financial institution pays a variable rate of interest for the ter...
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CFP Exam Questions and Answers (New  Update 2023)
  • CFP Exam Questions and Answers (New Update 2023)

  • Exam (elaborations) • 9 pages • 2023
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  • CFP Exam Questions and Answers (New Update 2023) Lisa purchased 500 shares of XYZ stock trading at $40 per share, with an initial margin requirement of 60% and a maintenance margin of 30%. At What price would Lisa receive a margin call? A. $20 B. $22.86 C. $57.14 D. $80.00 - CORRECT ANSWER B. $22.86 40*(1-.60)/ 1-.30= 22.86 Lareen purchased 1000 shares of CWC stock for $80 per share with an initial margin requirement of 65% and a maintenance margin of 40%. Assume the stock price f...
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CFP Exam Questions and Answers (New  Update 2023)
  • CFP Exam Questions and Answers (New Update 2023)

  • Exam (elaborations) • 9 pages • 2023
  • Available in package deal
  • CFP Exam Questions and Answers (New Update 2023) Lisa purchased 500 shares of XYZ stock trading at $40 per share, with an initial margin requirement of 60% and a maintenance margin of 30%. At What price would Lisa receive a margin call? A. $20 B. $22.86 C. $57.14 D. $80.00 - CORRECT ANSWER B. $22.86 40*(1-.60)/ 1-.30= 22.86 Lareen purchased 1000 shares of CWC stock for $80 per share with an initial margin requirement of 65% and a maintenance margin of 40%. Assume the stock price f...
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CFP Exam - Random Facts to remember  (New Update 2023)
  • CFP Exam - Random Facts to remember (New Update 2023)

  • Exam (elaborations) • 5 pages • 2023
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  • CFP Exam - Random Facts to remember (New Update 2023) Annuity due - CORRECT ANSWER use BEGIN mode on calculator Ordinary Annuity - CORRECT ANSWER use END mode on calculator Fiduciary duty (ddf) - CORRECT ANSWER -duty of loyalty -duty of care -follow instructions Integrity (huc) - CORRECT ANSWER -honesty -upstanding -candor Competence - CORRECT ANSWER relevantly apply knowledge Diligence (tt) - CORRECT ANSWER -timely -thorough Disclose and manage conflicts of interest (admma) - CORR...
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CFP Exam - General Financial Planning  Principles, Professional Conduct, and  Regulation New Update 2023
  • CFP Exam - General Financial Planning Principles, Professional Conduct, and Regulation New Update 2023

  • Exam (elaborations) • 4 pages • 2023
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  • CFP Exam - General Financial Planning Principles, Professional Conduct, and Regulation New Update 2023 Financial Planning - CORRECT ANSWER The integrated, coordinated management of an individual’s financial situation. Code of Ethics and Standards of Conduct (Code and Standards) are intended to - CORRECT ANSWER Benefit and protect the public, provide standards for delivering financial planning, and advance financial planning as a distinct and valuable profession, Practice Standards ...
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CFP Exam - General Financial Planning  Principles, Professional Conduct, and  Regulation New Update 2023
  • CFP Exam - General Financial Planning Principles, Professional Conduct, and Regulation New Update 2023

  • Exam (elaborations) • 4 pages • 2023
  • Available in package deal
  • CFP Exam - General Financial Planning Principles, Professional Conduct, and Regulation New Update 2023 Financial Planning - CORRECT ANSWER The integrated, coordinated management of an individual’s financial situation. Code of Ethics and Standards of Conduct (Code and Standards) are intended to - CORRECT ANSWER Benefit and protect the public, provide standards for delivering financial planning, and advance financial planning as a distinct and valuable profession, Practice Standards ...
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