Author: Anonymous

Tricia, a new client for Stephan, a CFP® professional, has asked for Stephan’s help with her financial planning. Specifically, she wants a complete analysis of her retirement situation including retirement projections and wants Stephan to evaluate how much and what type of investments she should purchase. Which of the following is correct according to the Code and Standards?

The average retiree receives income from several sources, including Social Security, pension and annuities, and from personal savings. What is the approximate percent of income from Social Security?

Which, if any, of the following is NOT a principle from the Board of Standards Code of Ethics? Integrity. Diligence. Competence. Candidness.

Please note there is one of this sheet here, one at the beginning of the test and one at the end. Hopefully this will make it more convenient to access throughout the test. Formulas and Tax Tables.pdf

Which of the following is NOT one of the three types of income in the U.S.?

A grocery store puts chocolate chip cookies on sale, which increases the demand for milk. What are the two products?

Which of the following is NOT an available filing status?

Which of the following is an undivided ownership in the property that, upon death of one owner, automatically passes to the surviving owner? Tenants by the Entirety. Tenants in Common. Community Property. Joint Tenancy with Rights of Survivorship.

Please note there is one of this sheet here, one at the beginning of the test and one at the end. Hopefully this will make it more convenient to access throughout the test. Formulas and Tax Tables.pdf

Psolution = Xsolvent x Psolvent C1/P1 = C2/P2 ln(P1/P2) = Hvap/R(1/T1 – 1/T2) ∏V= nRT  ∆Tb= Kbm      ∆Tf= Kfm