Cfp exam - Study guides, Class notes & Summaries

CFP EXAM QUESTIONS AND ANSWERS

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...

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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Dalton CFP Review Exam Questions & Answers 2024/2025 Peril - ANSWERSProximate cause of a loss Hazard - ANSWERSCondition that creates or increases the likelihood of a loss Superannuation - ANSWERSRisk of outliving retirement funds Legal elements of a contract - ANSWERSCOALL Competent parties; Offer; Acceptance; Legal Consideration; Lawful purpose 6 Steps to Risk Mgmnt - ANSWERSDIE DIE Determine obj; Identify risks; Evaluate probability of loss; Determine alternatives; Implement; ...

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