Cfp tax exam Study guides, Class notes & Summaries
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CFP TAX EXAM LATEST UPDATE
- Exam (elaborations) • 12 pages • 2024
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CFP TAX EXAM LATEST UPDATE..
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TAX CFP EXAM WITH CORRECT QUESTIONS AND ANSWERS
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TAX CFP EXAM WITH CORRECT QUESTIONS AND ANSWERS...
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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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- $12.99
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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 Unit 1 - July 2021 Questions & Answers
- Exam (elaborations) • 30 pages • 2024
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CFP Exam Unit 1 - July 2021 Questions & Answers 
 
 
Steps to Financial Planning - EGADCIM - ANSWERS1. 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 - ANSWERS1. Professional...
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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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Sean's CFP Exam Questions & Answers 2024/2025
- Exam (elaborations) • 18 pages • 2024
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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...
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Dalton CFP Exam Review With 100% Correct And Verified Answers
- Exam (elaborations) • 16 pages • 2024
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Dalton CFP Exam Review With 100% Correct And Verified Answers 
Peril - Correct Answer-Proximate cause of a loss 
 
Hazard - Correct Answer-Condition that creates or increases the likelihood of a loss 
 
Superannuation - Correct Answer-Risk of outliving retirement funds 
 
Legal elements of a contract - Correct Answer-COALL Competent parties; Offer; Acceptance; Legal Consideration; Lawful purpose 
 
6 Steps to Risk Mgmnt - Correct Answer-DIE DIE Determine obj; Identify risks; Evaluate probability...
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CFP exam questions with correct answers graded A+
- Exam (elaborations) • 10 pages • 2023
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CFP exam 
Topic 1: Financial Planning Process - correct answer ... 
 
6 step process: EGADIM - correct answer 1. Establish Relationship 
2. Gather Information 
3. Analyze data 
4. Develop plan 
5. Implement 
6. Monitor 
 
Step 1: Establish Relationship - correct answer • Services that will be provided 
• compensation/billing 
• Responsibilities of both client/planner 
• Time frame of relationship 
 
Step 2: Gather quantitative and qualitative data - correct answer • It is important tha...
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