Cfp fundamentals - Study guides, Class notes & Summaries
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CFP Fundamentals Exam Questions & Answers 2024/2025
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CFP Fundamentals Exam Questions & Answers 2024/2025 
 
 
Code of Ethics: CFP Professional Must (6) - ANSWERS1. Act with honesty, integrity, competence, and diligence 
2. Act in client's best interest 
3. Exercise due care 
4. Avoid/Disclose conflicts of interest 
5. Maintain confidentiality 
6. Act in a manner that is positive on CFP profession 
 
fiduciary duty - ANSWERSAct in best interest of the client at all times (Loyalty, Care, Instructions) 
 
Integrity - ANSWERSHonesty, upstanding, Cand...
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CFP Fundamentals of Financial Planning Exam Questions & Answers 2024/2025
- Exam (elaborations) • 28 pages • 2024
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CFP Fundamentals of Financial Planning Exam Questions & Answers 2024/2025 
 
 
Personal Financial Planning - ANSWERSThe process of formulating, implementing, and monitoring financial decisions into an integrated plan that guides an individual or a family to achieve their financial goals 
 
Financial Planning Process - ANSWERS1. Understand the clients personal and financial circumstances 
2. Identifying and selecting goals 
3. Analyses current course of action and potential alternatives 
4. Devel...
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CFP Fundamentals of Financial Planning Course Exam Questions with Correct Answers
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Personal Financial Planning - ANSWER-The process of formulating, implementing, and monitoring financial decisions into an integrated plan that guides an individual or a family to achieve their financial goals 
 
Financial Planning Process - ANSWER-1. Understand the clients personal and financial circumstances 
2. Identifying and selecting goals 
3. Analyses current course of action and potential alternatives 
4. Develop plan recommendations 
5. Present plan recommendations 
6. Implement plan rec...
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November 2022/2023 CFP: Fundamentals
- Exam (elaborations) • 24 pages • 2023
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November 2022/2023 
CFP: Fundamentals 
A CFP® professional has been engaged by a client to help with budgeting and investing 
for retirement. The client has had difficulty saving money for investments even though 
he has an adequate income. The CFP® professional began to collect information on 
income and expenses for the client and then decided to look at the client's income tax 
returns. When the CFP® professional asked for income tax returns, he learned that the 
client had not paid ...
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CFP: Fundamentals
- Exam (elaborations) • 24 pages • 2024
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CFP: Fundamentals 
November 2022/2023 
CFP: Fundamentals 
A CFP® professional has been engaged by a client to help with budgeting and investing 
for retirement. The client has had difficulty saving money for investments even though 
he has an adequate income. The CFP® professional began to collect information on 
income and expenses for the client and then decided to look at the client's income tax 
returns. When the CFP® professional asked for income tax returns, he learned that the 
c...
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CFP Practice Questions - Fundamentals
- Exam (elaborations) • 23 pages • 2024
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CFP Practice Questions - Fundamentals 
 
As a rule of thumb, it is best if consumer debt does not exceed: 
 
A. 20% of net income. 
B. 20% of gross income. 
C. 3 to 6 months of expenses. 
D. 36% of gross monthly income. - A. 20% of net income 
 
This is a rule of thumb, along with the others that recommend housing debt be limited to 28% of 
gross income, and total debt not to exceed 36% of gross income. 
 
David has won the Illinois state lottery. He must decide whether to receive annual payment...
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Package deal for CFP Exam 2024-2026 With 100% Correct And Verified Answers
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CFP Exam Nov 2021-2025 With 100% Correct And Verified Answers
CFP Practice Exam With 100% Correct And Verified Answers
CFP Exam Practice Questions Fundamentals With 100% Correct And Verified Answers
Certified Financial Planner Exam Module 1 With 100% Correct And Verified Answers
CFP Exam Review (A+ Graded) With 100% Correct And Verified Answers


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CFP Exam Practice Questions Fundamentals With 100% Correct And Verified Answers
- Exam (elaborations) • 12 pages • 2024
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CFP Exam Practice Questions Fundamentals With 100% Correct And Verified Answers
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CFP Practice Exam – Fundamentals Questions with 100% Correct Answers | Verified | Latest Update |100% Solved
- Exam (elaborations) • 23 pages • 2024
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CFP Practice Exam – Fundamentals Questions with 
100% Correct Answers | Verified | Latest Update 
|100% Solved
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Income Tax Fundamentals and Calculations 100% solved
- Exam (elaborations) • 11 pages • 2024
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Income Tax Fundamentals and Calculations 
100% solved 
Andrew Wyman works at a graphic arts business, and his wife has a bookkeeping 
business. Andrew's employer has a profit- sharing plan for employees and 
contributes 3% of compensation annually. The Wymans have provided the 
following information for income tax planning this year: 
Salary- $109,000 
Corp. dividends- $3,000 
Bookkeeping income- $12,000 
IRA contribution- $11,000 
Mortgage interest- $9,000 
Capital losses- $5,000 
Investment i...
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