Question 1

In many cases nothing can help your business more than:

Accepted Answer

A) Satisfied clients 
B) Strong attorney advice when preparing marketing material 
C) A strong academic background 
D) Both a and b 
E) Both b and c 
A) Satisfied clients 
B) Strong attorney advice when preparing marketing material 
C) A strong academic background 
D) Both a and b 
E) Both b and c

Question 2

Which of the following receives all of their revenues from clients?

Accepted Answer

A) Fee-only planners. 
B) Commission-only planners. 
C) Fee and commission planners. 
D) All of the above. 
E) None of the above. 
A) Fee-only planners. 
B) Commission-only planners. 
C) Fee and commission planners. 
D) All of the above. 
E) None of the above.

Question 3

The startup time for a new business is often shorter for

Accepted Answer

A) Commission-only and fee and commission planners 
B) A planner that is more capable in marketing 
C) Fee-only planners 
D) Both a and b 
E) Both b and c 
A) Commission-only and fee and commission planners 
B) A planner that is more capable in marketing 
C) Fee-only planners 
D) Both a and b 
E) Both b and c

Question 4

In which of the following areas does a financial planner not have to be knowledgeable?

Accepted Answer

A) Taxes 
B) Investments. 
C) Current living needs. 
D) A financial planner has to be knowledgeable in all of the above 
E) A financial planner does not have to be knowledgeable in any of the above 
A) Taxes 
B) Investments. 
C) Current living needs. 
D) A financial planner has to be knowledgeable in all of the above 
E) A financial planner does not have to be knowledgeable in any of the above

Question 5

Which of the following advisors ensures that you stay on the right side of regulation?

Accepted Answer

A) Accountant. 
B) Attorney. 
C) Mentor. 
D) Regulator. 
E) None of the above. 
A) Accountant. 
B) Attorney. 
C) Mentor. 
D) Regulator. 
E) None of the above.

Question 6

Which of the following is not a common service that the financial planner may provide in addition to a comprehensive financial plan?

Accepted Answer

A) An investment review 
B) A retirement plan 
C) A tax plan 
D) An educational plan 
E) An estate plan 
A) An investment review 
B) A retirement plan 
C) A tax plan 
D) An educational plan 
E) An estate plan

Question 7

Which of the following is not a step in a financial planner's initial business plan?

Accepted Answer

A) Obtain proper education and experience 
B) Secure the capital required to purchase a financial planning business 
C) Develop a mission statement 
D) Establish the services and structure of the firm 
E) All of the above are steps 
A) Obtain proper education and experience 
B) Secure the capital required to purchase a financial planning business 
C) Develop a mission statement 
D) Establish the services and structure of the firm 
E) All of the above are steps

Question 8

The CFP® certification requires which of the following?

Accepted Answer

A) A graduate degree 
B) A minimum of a six-course 15-credit curriculum 
C) Passing a comprehensive exam 
D) All of the above 
E) None of the above 
A) A graduate degree 
B) A minimum of a six-course 15-credit curriculum 
C) Passing a comprehensive exam 
D) All of the above 
E) None of the above

In many cases nothing can help your business more than:

Which of the following receives all of their revenues from clients?

The startup time for a new business is often shorter for

In which of the following areas does a financial planner not have to be knowledgeable?

Which of the following advisors ensures that you stay on the right side of regulation?

Which of the following is not a common service that the financial planner may provide in addition to a comprehensive financial plan?

Which of the following is not a step in a financial planner's initial business plan?

The CFP® certification requires which of the following?

Introduction to PFP

Time Value of Money

Beginning the Planning Process

Household Finance

Financial Statements Analysis

Cash Flow Planning

Debt

Non Financial Investments

Financial Investments

Risk Management

Other Insurance

Retirement Planning

Educational Planning

Tax Planning

Estate Planning

Stocks, Bonds and Mutual Funds

Background Topics

Capital Needs Analysis

Behavioral Financial Planning

Modern Investment Theory

Employee Benefits

Behavioral Finance-Applications

Examining Financial Regulation and Ethics

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Exam 23 Comprehensive Financial Plan-Dan and Laura

In many cases nothing can help your business more than:

Which of the following receives all of their revenues from clients?

The startup time for a new business is often shorter for

In which of the following areas does a financial planner not have to be knowledgeable?

Which of the following advisors ensures that you stay on the right side of regulation?

Which of the following is not a common service that the financial planner may provide in addition to a comprehensive financial plan?

Which of the following is not a step in a financial planner's initial business plan?

The CFP® certification requires which of the following?

Introduction to PFP

Time Value of Money

Beginning the Planning Process

Household Finance

Financial Statements Analysis

Cash Flow Planning

Debt

Non Financial Investments

Financial Investments

Risk Management

Other Insurance

Retirement Planning

Educational Planning

Tax Planning

Estate Planning

Stocks, Bonds and Mutual Funds

Background Topics

Capital Needs Analysis

Behavioral Financial Planning

Modern Investment Theory

Employee Benefits

Behavioral Finance-Applications

Examining Financial Regulation and Ethics

Filters