Latest PDF of CFP: Certified Financial Planner 2025

Certified Financial Planner 2025 Practice Test

CFP Exam Format | Course Contents | Course Outline | Exam Syllabus | Exam Objectives

- Professional Conduct and Regulation (8%)
- General Principles of Financial Planning (15%)
- Risk Management and Insurance Planning (11%)
- Investment Planning (17%)
- Tax Planning (14%)
- Retirement Savings and Income Planning (18%)
- Estate Planning (10%)
- Psychology of Financial Planning (7%)

- Professional Conduct and Regulation
- CFP Board’s Code of Ethics and Standards of Conduct
- CFP Board’s Procedural Rules
- Function, purpose, and general structure of financial institutions
- Financial services regulations and requirements
- Consumer protection laws
- Fiduciary standard and application

- General Principles of Financial Planning
- Financial planning process
- Financial statements
- Cash flow management
- Financing strategies and debt management
- Economic concepts
- Time value of money concepts and calculations
- Education needs analysis
- Education savings vehicles
- Education funding
- Gift/income tax strategies

- Risk Management and Insurance Planning
- Principles of risk and insurance
- Analysis and evaluation of risk exposures
- Health insurance and health care cost management (individual and group)
- Disability income insurance (individual and group)
- Long-term insurance and long-term case planning (individual and group)
- Qualified and Non-Qualified Annuities
- Life insurance (individual and group)
- Business owner insurance solutions
- Insurance needs analysis
- Insurance policy and company selection

- Investment Planning
- Characteristics, uses and taxation of investment vehicles
- Types of investment risk
- Market cycles
- Quantitative investment concepts and measures of investment returns
- Asset allocation and portfolio diversification
- Bond and stock valuation concepts
- Portfolio development and analysis
- Investment strategies
- Alternative investments and liquidity risk

- Tax Planning
- Fundamental and current tax law
- Income tax fundamentals and calculations
- Characteristics and income taxation of business entities
- Income taxation of trusts and estates
- Tax reduction/management techniques
- Tax consequences of property transactions
- Tax implications of special circumstances
- Charitable/philanthropic contributions and deductions

- Retirement Savings and Income Planning
- Retirement needs analysis
- Social Security and Medicare planning
- Eldercare and special needs planning
- Types of retirement plans
- Qualified plan rules and options
- Non-qualified plan rules and options
- Key factors affecting plan selection for businesses
- Distribution rules and taxation
- Retirement income and distribution strategies
- Business succession planning

- Estate Planning
- Property titling and beneficiary designations
- Strategies to transfer property
- Estate and incapacity planning documents
- Gift, estate, and GST tax compliance and calculation
- Sources for estate liquidity
- Types, features, and taxation of trusts
- Marital deduction
- Intra-family and other business transfer techniques
- Postmortem estate planning techniques
- Planning for divorce, unmarried couples and other special circumstances
- Planning for special needs and circumstances

- Psychology of Financial Planning
- Client and planner attitudes, values, biases
- Behavioral finance
- Sources of money conflict
- Principles of counseling
- General principles of effective communication
- Crisis events with severe consequences

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CFP PDF Sample Questions

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Financial
CFP
Certified Financial Planner (CFP Level 1)
https://killexams.com/pass4sure/exam-detail/CFP
Answer: A
QUESTION: 8
According to the _______, financial planners are not subject to the control of the act if they are:
a bank or holding company that is not an investment company; a lawyer, accountant, engineer, or
teacher who provides investment advice incidentally; a broker, dealer, or registered
representative whose advice is incidental; the publisher of a magazine or journal that discusses
financial planning; a person whose advice is limited to those securities guaranteed by the federal
government; any other person not within the law as specified by the SEC
A. Advisor Decision 1932
B. Advisor Decision 1935
C. Investment Advisors Act of 1948
D. Investment Advisors Act of 1940
Answer: D
QUESTION: 9
A ___________ is a multiple-employer trust that can be used to prefund employee benefits.
A. voluntary employee beneficiary association (VEBA)
B. voluntary employee care association (VECA)
C. involuntary employee beneficiary association (IEBA)
D. involuntary employee care association (IECA)
Answer: A
QUESTION: 10
A ______ is the right of an employee to receive cash and/or stock equal to the increase in the
value of the company's stock after the date of purchase.
A. stock appreciation duty
B. stock appreciation right
C. stock appreciation purchase
D. stock appreciation option
Answer: B

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CFP Exam

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References

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Certified Financial Planner 2025 Practice Test

CFP Exam Format | Course Contents | Course Outline | Exam Syllabus | Exam Objectives

100% Money Back Pass Guarantee

CFP PDF Sample Questions

CFP Sample Questions

Killexams VCE Exam Simulator 3.0.9

Free dumps of CFP test questions gave at killexams.com

Latest 2025 Updated CFP Real Exam Questions

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