Free CFPS Basic Questions and Answers

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As a member of a financial adviser team, a financial planner's responsibilities for a client typically include which of the following?

Correct! Wrong!

A client is usually in what phase of the financial life cycle from approximately age 45 to 60 or immediately preceding the client's planned retirement date?

Correct! Wrong!

Jacoby Jones recently passed his CFP® Examination and fulfilled all of the CFP Board certification criteria. Identify an approved display of his name on an updated business card.

Correct! Wrong!

Which type of plan review may provide information about a modification such as the removal of an abandoned underground flammable liquid tank?

Correct! Wrong!

Bertha, age 55, plans to retire in 10 years. Currently, her cash flow and net worth are steadily increasing as her debt is decreasing. Based on Bertha's current financial life cycle phase, which of the following goals is she is likely to have?

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Oxyfuel gas welding and cutting equipment should include the following auxiliary items:

Correct! Wrong!

Which type of smoke detector responds better to low energy (smoldering) fires?

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OSHA requires fire fighter training in hazardous materials, respiratory protection, and?

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A client who has become more concerned about losing what she has than in accumulating more is most likely in which financial life cycle phase?

Correct! Wrong!

Which of the following are primary reasons why a financial planner will ask for each family member's date of birth during the information gathering process?

Correct! Wrong!

The primary mechanism by which carbon dioxide extinguishes fire is?

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