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.
  • 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.

  • Exam (elaborations) • 15 pages • 2023
  • 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
  • CFP Exam Income Tax-96 Questions with Complete Solutions

  • Exam (elaborations) • 8 pages • 2023
  • 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
  • CFP Exam - General Financial Planning Principles, Professional Conduct, and Regulation New Update 2023

  • Exam (elaborations) • 4 pages • 2023
  • 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)
  • CFP Practice Questions with Complete Solutions (New Update 2023)

  • Exam (elaborations) • 9 pages • 2023
  • 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
  • CFP Test Review with Verified Answers-New Update 2023

  • Exam (elaborations) • 3 pages • 2023
  • 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+
  • CFP Exam Prep with Verified Solutions Graded A+

  • Exam (elaborations) • 4 pages • 2023
  • 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 2022/2023 with Complete  Solutions
  • CFP Exam 2022/2023 with Complete Solutions

  • Exam (elaborations) • 76 pages • 2023
  • CFP Exam 2022/2023 with Complete Solutions 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. Disclose and Manage ...
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CFP Exam Questions and Answers (New  Update 2023)
  • CFP Exam Questions and Answers (New Update 2023)

  • Exam (elaborations) • 9 pages • 2023
  • 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
  • CFP 2022/2023 Exam- Retirement Planning with Verified Questions and Answers

  • Exam (elaborations) • 8 pages • 2023
  • 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
  • CFP Exam - Risk Management, Insurance, and Employee Benefits Planning with Complete Solutions 2023

  • Exam (elaborations) • 9 pages • 2023
  • 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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