TFA Study guides, Class notes & Summaries
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CTFA - Financial Planning EXAM(Graded A+ actual test)
- Exam (elaborations) • 12 pages • 2024
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Asset Allocation should conform to an individual's _____________ - Answer-risk tolerance 
A springing durable power of attorney is effective only on a _____________________ - Answerconditional event 
What is the minimum age for receiving Social Security benefits? - Answer-62 
Assume Greg inherits stock from his father that he purchased at $50 per share and it appreciated to $75 
per share by the date of his father's death. At the time the estate settled one year later, the stock had 
declined ...
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CTFA - Practice Exam #1 Questions With Complete Solutions, Graded A+
- Exam (elaborations) • 13 pages • 2024
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"Constructive Receipt" is normally applicable to the tax treatment of... - Answer-Non-Qualified Deferred 
Compensation Plans 
Non-Qualified Deferred Compensation - Answer-TCHRA: Compensation that is not immediately taxable. 
It does not qualify under ERISA for tax exemption. Taxation occurs once the individual receives the 
compensation or "property" 
A 1035 exchange refers to a tax free exchange of... - Answer-Annuities 
1035 Exchange - Answer-IRS allows tax-free transfer of cash values bet...
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CTFA - Practice Exam #1 Questions With Complete Solutions, Graded A+
- Exam (elaborations) • 13 pages • 2024
- Available in package deal
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- $7.99
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"Constructive Receipt" is normally applicable to the tax treatment of... - Answer-Non-Qualified Deferred 
Compensation Plans 
Non-Qualified Deferred Compensation - Answer-TCHRA: Compensation that is not immediately taxable. 
It does not qualify under ERISA for tax exemption. Taxation occurs once the individual receives the 
compensation or "property" 
A 1035 exchange refers to a tax free exchange of... - Answer-Annuities 
1035 Exchange - Answer-IRS allows tax-free transfer of cash values bet...
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CTFA STUDY QUESTIONS AND ANSWERS
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What is a J curve - Answer-The return pattern of private equity funds. The cumulative return is negative 
in the early life of a bond before turning positive. This is because in the early life of a private equity fund 
there are expenses incurred in the search for attractive investments but there are not any investments to 
generate returns. 
True or false? Private equity investing is an excellent source of liquidity. - Answer-False. Since private 
equity is not traded on any market, and investo...
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CTFA - Comprehensive Review Terms Questions with well explained answers
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top-down approach - Answer-A method of analyzing securities that starts with the overall market and 
narrows down to the specific company 
Treynor measure - Answer-A measure of reward to nondiversifiable volatility (systematic rISK) 
Unemployment Rate - Answer-A measurement of the percentage of the U.S. labor force that currently is 
not working but is willing and able to work and is actively seeking employment 
Value Investing - Answer-Investing in stocks that are considered underpriced given t...
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CTFA - Practice Exam #1 Questions & Answers 2024
- Exam (elaborations) • 13 pages • 2024
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CTFA - Practice Exam #1 Questions & Answers 2024 
 
 
"Constructive Receipt" is normally applicable to the tax treatment of... - ANSWER-Non-Qualified Deferred Compensation Plans 
 
Non-Qualified Deferred Compensation - ANSWER-TCHRA: Compensation that is not immediately taxable. It does not qualify under ERISA for tax exemption. Taxation occurs once the individual receives the compensation or "property" 
 
A 1035 exchange refers to a tax free exchange of... - ANSWER-Annuities 
 
1035 Exchange...
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CTFA Level 1 Exam Questions & Answers 2024
- Exam (elaborations) • 10 pages • 2024
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CTFA Level 1 Exam Questions & Answers 2024 
 
 
Tangible Personal Property - ANSWER-personal property that can be moved (ex. gold bar, jewelry) 
 
Probate Estate - ANSWER-the property of a decedent that is subject to administration by the executor or administrator of an estate 
 
Under joint tenants with rights of survivorship, when one tenant dies which of the following best describes the result? - ANSWER-Her share passes to the surviving joint tenant regardless of what her will says 
 
In cutt...
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Cannon CTFA Prep Test Questions And Answers Rated A+
- Exam (elaborations) • 30 pages • 2023
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Cannon CTFA Prep Test Questions And Answers Rated A+
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Cannon CTFA Prep Questions with complete Answers 2023
- Exam (elaborations) • 30 pages • 2023
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Cannon CTFA Prep Questions with complete Answers 2023 
Jean and John Simmons are married and own their own home as tenants by entirety. When John dies the home is valued at $350,000. How much will be counted in his gross taxable estate? 
 
A. None, as it passes directly to his spouse, Jean. 
B. $175,000 - or one-half of the value 
C. $225,000 - or the full amount minus the $125,000 one-time exclusion for capital gains on a person residence. 
D. $350,000 - the full amount is includable. 
B. $175,...
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CTFA - Financial Planning Exam Questions & Answers 2024
- Exam (elaborations) • 12 pages • 2024
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CTFA - Financial Planning Exam Questions & Answers 2024 
 
 
Asset Allocation should conform to an individual's _____________ - ANSWER-risk tolerance 
 
A springing durable power of attorney is effective only on a _____________________ - ANSWER-conditional event 
 
What is the minimum age for receiving Social Security benefits? - ANSWER-62 
 
Assume Greg inherits stock from his father that he purchased at $50 per share and it appreciated to $75 per share by the date of his father's death. At t...
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