Tax cfp Study guides, Class notes & Summaries
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Test Bank & Solution Manual for Personal Finance 4th Canadian Edition by Jeff Madura
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1 © 2019 Pearson Canada Inc. Test Bank & Solution manual for Personal Finance, Fourth Canadian Edition (4th Edition) by Jeff Mad 2 © 2019 Pearson Canada Inc. Personal Finance, Canadian Ed., 4e (Madura) Overview of a Financial Plan True/False 1) Many people who believe they have strong personal finance skills do not really understand some basic personal finance concepts. Answer: TRUE Diff: 1 Type: TF Categories: Benefit From Understanding Personal Finance Financial Type: Qualitative Skill Type:...
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20232024 COMPLETE EXAM FOR CFP 4 - CHAPTER 2 (INCOME TAX FUNDAMENTALS AND CALCULATIONS: DEDUCTIONS AND CREDITS)
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20232024 COMPLETE EXAM FOR CFP 4 - CHAPTER 2 (INCOME TAX 
FUNDAMENTALS AND CALCULATIONS: 
DEDUCTIONS AND CREDITS) 
 
 
 
Standard Deduction - CORRECT ANSWER-AGI is reduced by greater of Standard 
Deduction or Itemized Deduction 
 
Based on filing status and calendar year of filing 
 
Taxpayer 65 and older can take an additional deduction, another deduction available to 
those who are blind 
 
Itemized Deductions - CORRECT ANSWER-AGI is reduced by greater of Standard 
Deduction o...
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Financial Planning and Risk Management Exam Questions with Verified Answers
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History of Financial Planning - ANSWER-1960's - few stock brokers and insurance salesmen 
1970's - industry went from stock and insurance sales to comprehensive financial plans 
1971 - College of Financial Planning founded 
1973 - first CFP's issued to 42 people 
1990's - booming economy entrance of many traditional banks and brokerage houses into financial planning area 
 
Name different duties of a financial planner - ANSWER-- comprehensive financial plan 
- selecting overall asset alloc...
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CFP Exam Unit 1 - July 2022 with Updated Questions and Answers
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CFP Exam Unit 1 - July 2022 with Updated 
Questions and Answers 
Steps to Financial Planning - EGADCIM - CORRECT ANSWER 1. Establishing and 
defining the client planner relationship 
2. Gathering information necessary to fulfill the engagement 
3. Analyzing and evaluating the client's current financial status 
4. Developing the recommendations 
5. Communicating the recommendations 
6. Implementing the recommendations 
7. Monitoring the recommendations 
Eight Principal Knowledge Categories - C...
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CFP Tax Planning Test Questions with Correct Answers
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IRS Form 1040 The basic income tax form that is the basis for calculating personal income tax. 
 
Basic Steps to Income Tax Calculation 1. Determine Filing Status 
2. Determine number of personal examptions 
3. Add up income from all sources (Gross Income) 
4. Make Certain Adjustments to Gross Income (AGI) 
5. Subtract from AGI the standard deduction or the dollar amount of itemized deductions 
6. Subtract Personal Exemption Amount from Step 5 (Taxable Income) 
7. Calculate the tax on Taxable In...
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CFP - Level 1 Exam
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Regarding buying securities on margin, which self-regulatory organizations (SROs) require you to deposit a minimum of $2000 or 100 percent of the purchase price, whichever is less? - Answer- Financial Industry Regulatory Authority (FINRA) 
 
Principle 4—Fairness does not include - Answer- Treating all clients the same. 
 
Under CFP Board fiduciary rules, a CFP professional who is providing financial planning advice must follow client instructions. There are times, however, when a CFP professio...
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Test Bank & Solution Manual for Personal Finance 4th Canadian Edition by Jeff Madura
- Exam (elaborations) • 660 pages • 2024
-
- $19.99
- + learn more
1 © 2019 Pearson Canada Inc. Test Bank & Solution manual for Personal Finance, Fourth Canadian Edition (4th Edition) by Jeff Mad 2 © 2019 Pearson Canada Inc. Personal Finance, Canadian Ed., 4e (Madura) Overview of a Financial Plan True/False 1) Many people who believe they have strong personal finance skills do not really understand some basic personal finance concepts. Answer: TRUE Diff: 1 Type: TF Categories: Benefit From Understanding Personal Finance Financial Type: Qualitative Skill Type:...
-
20232024 COMPLETE EXAM FOR CFP 4 - CHAPTER 2 (INCOME TAX FUNDAMENTALS AND CALCULATIONS: DEDUCTIONS AND CREDITS)
- Exam (elaborations) • 7 pages • 2024
-
- $9.59
- + learn more
20232024 COMPLETE EXAM FOR CFP 4 
- CHAPTER 2 (INCOME TAX 
FUNDAMENTALS AND CALCULATIONS: 
DEDUCTIONS AND CREDITS) 
Standard Deduction - CORRECT ANSWER-AGI is reduced by greater of Standard 
Deduction or Itemized Deduction 
Based on filing status and calendar year of filing 
Taxpayer 65 and older can take an additional deduction, another deduction available to 
those who are blind 
Itemized Deductions - CORRECT ANSWER-AGI is reduced by greater of Standard 
Deduction or Itemized Deduction 
Repo...
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CFP-Financial Planning Test Guide Questions and Answers
- Exam (elaborations) • 6 pages • 2024
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banker - Answer-Someone who, individually or as a member of a company, operates an establishment for the deposit or loan of money. 
 
budget - Answer-A detailed plan of income and expenses expected over a certain period of time. A budget can provide guidelines for managing future investments and expenses. 
 
financial plan - Answer-A comprehensive strategy designed to help individuals achieve specific financial goals and prepare for unexpected life challenges or events. Financial plans may inclu...
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FIN 201 Exam 1 Actual Questions And Correct Detailed Answers Graded A+.
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What are the 3 sub-specialties within finance? - correct answer - Corporate finance 
- Investments 
- Institutions 
 
Corporate finance - correct answer - Goal is to maximize shareholder wealth for publicly traded forms or to maximize owner wealth for privately held companies 
- A financial manager works towards this goal by managing the investing and financing functions of a firm 
 
Investments - correct answer ...
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