Cfp certification - Study guides, Class notes & Summaries
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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
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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 ...
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FP 513 EXAM 2024 WITH 500 ACTUAL EXAM QUESTIONS AND CORRECT ANSWERS ALREADY GRADED A / FP 513 PRACTICE QUESTIONS AND ANSWERS FOR CFP CERTIFICATION ALREADY GRADED A
- Exam (elaborations) • 104 pages • 2024
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FP 513 EXAM 2024 WITH 500 ACTUAL EXAM QUESTIONS AND CORRECT ANSWERS ALREADY GRADED A / FP 513 PRACTICE QUESTIONS AND ANSWERS FOR CFP CERTIFICATION ALREADY GRADED A
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CFP Exam 2024 | 665 QUESTIONS| WITH COMPLETE SOLUTIONS GRADED A+.
- Exam (elaborations) • 72 pages • 2024
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CFP Exam 2024 | 665 QUESTIONS| WITH COMPLETE SOLUTIONS GRADED A+. 
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. Dis...
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CFP Exam 2024 | 665 QUESTIONS| WITH COMPLETE SOLUTIONS GRADED A+.
- Exam (elaborations) • 72 pages • 2024
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CFP Exam 2024 | 665 QUESTIONS| WITH COMPLETE SOLUTIONS GRADED A+. 
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. Dis...
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CFP Exam 2024 | 665 QUESTIONS| WITH COMPLETE SOLUTIONS GRADED A+.
- Exam (elaborations) • 72 pages • 2024
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CFP Exam 2024 | 665 QUESTIONS| WITH COMPLETE SOLUTIONS GRADED A+. 
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. Dis...
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FP511 Practice Exam Questions With Verified Answers
- Exam (elaborations) • 66 pages • 2024
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©BRAINBARTER 2024/2025 
FP511 Practice Exam Questions With 
Verified Answers 
Which of the following activities would be appropriate if you were establishing and defining the 
client-planner relationship or gathering information necessary to fulfill the engagement? 
1 Collecting personal financial information 
2 Inquiring about the number of dependents 
3 Inquiring about the age or dates of birth of dependents 
4 Determining which stocks to purchase for the client's investment portfolio - answ...
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FP511 Practice Exam Correct 100%
- Exam (elaborations) • 50 pages • 2023
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Which of the following activities would be appropriate if you were establishing and defining the client-planner relationship or gathering information necessary to fulfill the engagement? 
1 Collecting personal financial information 
2 Inquiring about the number of dependents 
3 Inquiring about the age or dates of birth of dependents 
4 Determining which stocks to purchase for the client's investment portfolio - ANSWER 1-3 
 
Establishing and defining the client-planner relationship does not inc...
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Practice Exam FP511 Questions With Verified Answers
- Exam (elaborations) • 55 pages • 2024
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©BRAINBARTER 2024/2025 
Practice Exam FP511 Questions With 
Verified Answers 
Which of the following activities would be appropriate if you were establishing and defining the 
client-planner relationship or gathering information necessary to fulfill the engagement? 
Collecting personal financial information 
Inquiring about the number of dependents 
Inquiring about the age or dates of birth of dependents 
Determining which stocks to purchase for the client's investment portfolio 
A) 
I and II ...
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CFP Prep Exam Questions & Answers 2024/2025
- Exam (elaborations) • 8 pages • 2024
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CFP Prep Exam Questions & Answers 2024/2025 
 
 
What are the four key principles of motivational interviewing? - ANSWERS1. Partnership 
2. Evocation 
3. Acceptance 
4. Compassion 
 
What items will "Always Bar" from CFP Certification? - ANSWERS1. Felony Conviction for Theft, Embezzlement, or other Financially based Crimes 
2. Felony Conviction for Tax Fraud or Other Tax-Related Crimes 
3. Revocation of a financial professional license, unless due to administrative issue. 
4. Felony Conviction...
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FP 513 EXAM 2024 WITH 500 ACTUAL EXAM QUESTIONS AND CORRECT ANSWERS ALREADY GRADED A / FP 513 PRACTICE QUESTIONS AND ANSWERS FOR CFP CERTIFICATION (GUARANTEED PASS)
- Exam (elaborations) • 168 pages • 2024
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FP 513 EXAM 2024 WITH 500 ACTUAL EXAM QUESTIONS AND CORRECT ANSWERS ALREADY GRADED A / FP 513 PRACTICE QUESTIONS AND ANSWERS FOR CFP CERTIFICATION (GUARANTEED PASS) 
A money market mutual fund manager recently purchased negotiable, short-term, 
unsecured promissory notes issued by a number of large corporations for the 
portfolio. Select the type of investment the money manager purchased. - 
ANSWER-Commercial paper: 
Commercial paper is usually issued in denominations of $100,000 or more a...
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