Cfp exam Study guides, Class notes & Summaries
Looking for the best study guides, study notes and summaries about Cfp exam? On this page you'll find 1014 study documents about Cfp exam.
Page 3 out of 1.014 results
Sort by
![CFP EXAM 2024 WITH 100% ACCURATE ANSWERS](/docpics/5506414/665b3abd7fd49_5506414_121_171.jpeg)
-
CFP EXAM 2024 WITH 100% ACCURATE ANSWERS
- Exam (elaborations) • 12 pages • 2024
- Available in package deal
-
- $14.49
- + learn more
CFP EXAM 2024 WITH 100% ACCURATE ANSWERS 
 
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 falls to...
![TCFP Exam Questions](/docpics/3534808/65190dbe8a2d3_3534808_121_171.jpeg)
-
TCFP Exam Questions
- Exam (elaborations) • 33 pages • 2023
- Available in package deal
-
- $10.49
- + learn more
TCFP Exam Questions 
 
 
 
 
NFPA 1001 is the - ANSWER Standard for Firefighter Professional Qualifications 
 
 
 
 
 
One of the primary functions of the truck/ladder company is - ANSWER performing forcible entry to fire scene buildings 
 
 
 
 
 
OSHA may establish regulations governing fire department activiti...
![CFP Exam 2020 complete update A+ graded](/docpics/3852656/65571f03cc51c_3852656_121_171.jpeg)
-
CFP Exam 2020 complete update A+ graded
- Exam (elaborations) • 72 pages • 2023
-
- $12.99
- + learn more
CFP Exam 2020 
 
 
 
 
 
 
 
CFP Standards of Conduct Sections (6) - answers A. Duties owed to clients. 
B. Fin. Planning and Application of Practice Standards 
C. Practice Standards for Fin. Planning Process 
D. Duties owed to firms/subordinates 
E. Duties owed to CFP Board 
F. Prohibition on Circumvention 
 
Section A of CFP Standards of Conduct - answers Duties owed to Client: 
1. Fiduciary Duty 
2. Integrity 
3. Competence 
4. Diligence 
5. Disclose and Manage Conflicts of Interest 
6. So...
![CFP EXAM 2024 WITH 100% CORRECT ANSWERS](/docpics/5506424/665b3b0507155_5506424_121_171.jpeg)
-
CFP EXAM 2024 WITH 100% CORRECT ANSWERS
- Exam (elaborations) • 10 pages • 2024
- Available in package deal
-
- $16.49
- + learn more
CFP EXAM 2024 WITH 100% CORRECT ANSWERS 
 
 
... - correct answer Topic 1: Financial Planning Process 
 
1. Establish Relationship 
2. Gather Information 
3. Analyze data 
4. Develop plan 
5. Implement 
6. Monitor - correct answer 6 step process: EGADIM 
 
• Services that will be provided 
• compensation/billing 
• Responsibilities of both client/planner 
• Time frame of relationship - correct answer Step 1: Establish Relationship 
 
• It is important that goals be defined before any r...
![Sean's CFP Exam Questions & Answers 2024/2025](/docpics/5237425/663c00fd93867_5237425_121_171.jpeg)
-
Sean's CFP Exam Questions & Answers 2024/2025
- Exam (elaborations) • 18 pages • 2024
- Available in package deal
-
- $9.99
- + learn more
Sean's CFP Exam Questions & Answers 2024/2025 
 
 
List the four assets that don't fall into the category of "capital assets" or "ordinary income" assets: - ANSWERS1) Accounts Receivable 
2) Copyrights and creative compositions in the hands of the author 
3) Inventory 
4) Depreciable Real Estate and Personal Property (1231) 
 
Memory clue: ACID 
 
List the two types of property that receive 1231 treatment: - ANSWERS1) Personal property (personalty) used in a trade or business (1245) and h...
![CFP Exam Study Guide](/docpics/3650698/6530eca1942fb_3650698_121_171.jpeg)
-
CFP Exam Study Guide
- Exam (elaborations) • 127 pages • 2023
- Available in package deal
-
- $13.99
- + learn more
CFP Standards of Conduct Sections (6) CORRECT ANSWER A. Duties owed to clients. 
B. Fin. Planning and Application of Practice Standards 
C. Practice Standards for Fin. Planning Process 
D. Duties owed to firms/subordinates 
E. Duties owed to CFP Board 
F. Prohibition on Circumvention 
 
Section A of CFP Standards of Conduct CORRECT ANSWER Duties owed to Client: 
1. Fiduciary Duty 
2. Integrity 
3. Competence 
4. Diligence 
5. Disclose and Manage Conflicts of Interest 
6. Sound and Objective Prof...
![FP 511 ACTUAL EXAM 2024 WITH 300+ QUESTIONS AND CORRECT ANSWERS WITH DETAILED RATIONALES GRADED A / CERTIFIED FINANCIAL PROFESSIONAL CFP EXAM (BRAND NEW!!)](/docpics/4613885/65ddffcde2f93_4613885_121_171.jpeg)
-
FP 511 ACTUAL EXAM 2024 WITH 300+ QUESTIONS AND CORRECT ANSWERS WITH DETAILED RATIONALES GRADED A / CERTIFIED FINANCIAL PROFESSIONAL CFP EXAM (BRAND NEW!!)
- Exam (elaborations) • 119 pages • 2024
-
- $30.99
- + learn more
FP 511 ACTUAL EXAM 2024 WITH 300+ QUESTIONS AND CORRECT ANSWERS WITH DETAILED RATIONALES GRADED A / CERTIFIED FINANCIAL PROFESSIONAL CFP EXAM (BRAND NEW!!) 
According to CFP Board Code of Ethics, Connor, a CFP® professional, is 
responsible for which of the following? 
1 Acting in the client's best interests 
2 Avoiding or disclosing and managing conflicts of interest 
3 Acting with honesty, integrity, competence, and diligence 
4 Maintaining the confidentiality and protect the privacy of...
![CFP Exam Questions & Answers 2024/2025](/docpics/5238201/663c1ccc7c4fa_5238201_121_171.jpeg)
-
CFP Exam Questions & Answers 2024/2025
- Exam (elaborations) • 12 pages • 2024
- Available in package deal
-
- $8.99
- + learn more
CFP Exam Questions & Answers 2024/2025 
 
 
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 - ANSWERSB. $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 falls to $30 per ...
![TCFP Exam 2023 (Answered) & Graded A+](/docpics/4695763/65eadabac4b6f_4695763_121_171.jpeg)
-
TCFP Exam 2023 (Answered) & Graded A+
- Exam (elaborations) • 25 pages • 2024
- Available in package deal
-
- $10.49
- + learn more
TCFP Exam 2023 (Answered) & Graded A+ 
 
TCFP Exam 2023 (Answered) & Graded A+ 
 
TCFP Exam 2023 (Answered) & Graded A+
![CFP Exam 2023 COMPLETED WITH ACCURATE RESPONSES](/docpics/3647052/652ff4f4e398e_3647052_121_171.jpeg)
-
CFP Exam 2023 COMPLETED WITH ACCURATE RESPONSES
- Exam (elaborations) • 75 pages • 2023
- Available in package deal
-
- $17.49
- + learn more
CFP Exam 2023 COMPLETED WITH ACCURATE RESPONSES
![Verkoop je kennis op stuvia](https://www.stuvia.com/hosted-imgs/app/stock-fotos/banner_seller_big.jpg)
How did he do that? By selling his study resources on Stuvia. Try it yourself! Discover all about earning on Stuvia