Ctfa financial planning Study guides, Class notes & Summaries

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...

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 ...

CTFA - Financial Planning Exam With 100% Verified Solutions

Asset Allocation should conform to an individual's _____________ risk tolerance A springing durable power of attorney is effective only on a _____________________ conditional event What is the minimum age for receiving Social Security benefits? 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 to $65 ...

CTFA Exam Financial Planning With Real Updated Solutions 2024 Asset Allocation should conform to an individual's _____________ - correct tolerance A springing durable power of attorney is effective only on a _____________________ - correct tional event What is the minimum age for receiving Social Security benefits? - correct 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 fa...

CTFA - Financial Planning Questions with complete Answers 2023 Asset Allocation should conform to an individual's _____________ risk tolerance A springing durable power of attorney is effective only on a _____________________ conditional event What is the minimum age for receiving Social Security benefits? 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 t...

CTFA - Fiduciary & Trust Activities Questions with complete Answers 2023 Constructive Trusts A fraud rectifying trust, imposed by a court to protect those who lose property to a wrongdoer Resulting Trust An intent enforcing trust based upon the presumed intent of a transferor of property Implied Trust An implied trust is an element of trust law, and refers to a trust that has not been "expressly created by the settlor."[1] There are two types of implied trust: Construc...

CTFA Level 1 Questions with complete Answers 2023 Tangible Personal Property personal property that can be moved (ex. gold bar, jewelry) Probate Estate 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? Her share passes to the surviving joint tenant regardless of what her will says In cutting down ...

Asset Allocation should conform to an individual's _____________ - risk tolerance A springing durable power of attorney is effective only on a _____________________ - conditional event What is the minimum age for receiving Social Security benefits? - 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 to $65 per share. W...