This module, which contains questions and answers regarding CFP Fundamental Principal topics covered in the CFP exam. Get the CFP exam preparation you need.
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These flashcards will cover these topics:
A. Financial Planning Process – steps in the financial planning process, description of balance sheet, inclusions on balance sheet, emergency funds, housing payment ratio, total payment ratio, mortgage qualification, types of mortgages, rates associated with ARMs, deductibility of mortgage payments.
B. Investment Advisor Concepts – tests for investment advisor status, exceptions for investment advisor status, exemption from registration with SEC, ADV form, brochure rule, disclosures under brochure rule, record retention.
C. CFP Code of Ethics – principles of the CFP Code of Ethics, business card designations, duties of planner to client, compensation disclosures, disclosures to third parties.
D. Other Issues – time value of money, present value, future value, Pell Grants, Perkins loans, Stafford loans, parent loans to undergraduate students, FDIC insurance, single ownership accounts, joint accounts. |
