Certified Financial Planner Board of Standards Inc (FINANCEMISC)
West Virgina University
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INV3702 Investments: Fixed Income Analysis SOLVED |Calculate the yield-to-maturity of a zero-coupon bond which matures in 6 years, has a par value of R10 000, and currently trades at R6 012. Assume semi-annual compounding.
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Calculate the yield-to-maturity of a zero-coupon bond which matures in 6 years, has a par value of R10 000, and currently trades at R6 012. Assume semi-annual compounding, Which one of the following statements about Treasury Inflation Protected Securities (TIPS) is least accurate?A 30-year 7% bond with semi-annual coupon payments has a par value of R100 000. If it were priced to yield 6.8%, this bond would be trading at approximately …The price of a 5-year zero coupon bond with a current yield...

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CFP Exam Income Tax-96 Questions with Complete Solutions
- Exam (elaborations) • 8 pages • 2023
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CFP Exam Income Tax-96 Questions with 
Complete Solutions 
What is the primary source of all tax law? - CORRECT ANSWER IRS 
Step transaction - CORRECT ANSWER Ignore the individual transactions and instead 
tax the ultimate transaction 
Sham transaction - CORRECT ANSWER Lacks a business purpose 
ex: A sale by XYZ to ABC when XYZ and ABC are owned by the same company 
Is income from a hobby reportable? - CORRECT ANSWER Yes 
Are expenses for hobbies deductible? - CORRECT ANSWER No 
A hobby is con...

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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 Practice Questions with Complete Solutions (New Update 2023)
- Exam (elaborations) • 9 pages • 2023
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CFP Practice Questions with Complete 
Solutions (New Update 2023) 
Stafford Loans are administered by: 
A) Private Loan Administration 
B) Federal Family Education Loan Program 
C) Parent loans to undergraduate students 
D) Federal assistance loan program - CORRECT ANSWER B 
Perkins loans - CORRECT ANSWER Low-interest federal student loans for 
undergraduate and graduate students distributed on the basis financial need. 
Are Parent Loans to Undergraduate Students (PLUS) available to both full ...

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CFP Test Review with Verified Answers-New Update 2023
- Exam (elaborations) • 3 pages • 2023
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CFP Test Review with Verified Answers-New 
Update 2023 
Financial Planning Process (Practice Standards) - CORRECT ANSWER EGADIM 
(Even God Admits Dat Its Amazing) - Establish Client-Planner Relationship, Gathering 
Client data, Analyze and Evaluate, Develop and Present the Plan, Implementing the 
Financial Plan, Monitoring the Financial Plan 
Purpose of Practice Standards - CORRECT ANSWER to advance professionalism in 
practice, the value of planning, the guidelines for an engagement, compl...

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CFP Exam Prep with Verified Solutions Graded A+
- Exam (elaborations) • 4 pages • 2023
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CFP Exam Prep with Verified Solutions 
Graded A+ 
Code of Ethics (Amy Always Expertly Aspires to Make Apples AAEAMA) - CORRECT 
ANSWER -Act with honesty, integrity, competence and diligence 
-Act in client’s best interests 
-Exercise due care 
-Avoid or disclose and manage conflicts of interest 
-Maintain confidentiality and privacy of client info 
-Act in a manner the reflects positively on CFP professional and CFP certification 
Duties owed to clients (Finally I Can Dirty Dance FICDD) - C...

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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 2022/2023 Exam- Retirement Planning with Verified Questions and Answers
- Exam (elaborations) • 8 pages • 2023
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CFP 2022/2023 Exam- Retirement Planning 
with Verified Questions and Answers 
How many quarters of coverage do you have to have to be fully eligible for SS? - 
CORRECT ANSWER 40 
How are railroad employees covered for SS? - CORRECT ANSWER They arent, they 
have another retirement program 
What is the lump sum death benefit from SS? - CORRECT ANSWER $255 
How long is the waiting period for SS disability benefits? - CORRECT ANSWER 5 
months 
How long does someone have to be disabled for, and be ...

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CFP Exam - Risk Management, Insurance, and Employee Benefits Planning with Complete Solutions 2023
- Exam (elaborations) • 9 pages • 2023
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CFP Exam - Risk Management, Insurance, 
and Employee Benefits Planning with 
Complete Solutions 2023 
peril - CORRECT ANSWER cause of financial loss 
hazard - CORRECT ANSWER increases the probability that a loss will occur 
static risk - CORRECT ANSWER losses that are caused by factors other than a change 
in the economy, risks that are always present 
dynamic risk - CORRECT ANSWER the result of the economy changing; insurance 
does not cover these risks 
pure risk - CORRECT ANSWER A chance ...

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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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