Test your basic knowledge |

CFP: Certified Financial Planner

  • Answer 46 questions in 15 minutes.
  • If you are not ready to take this test, you can study here.
  • Match each statement with the correct term.
  • Don't refresh. All questions and answers are randomly picked and ordered every time you load a test.

This is a study tool. The 3 wrong answers for each question are randomly chosen from answers to other questions. So, you might find at times the answers obvious, but you will see it re-enforces your understanding as you take the test each time.
1. Net Investment Income

2. Liquidity Ratio


4. Debt to Equity ratio

5. Major CFP Planning Areas

6. financial life cycle

7. PEG ratio

8. Book Value (of company stock)

9. Types of Understanding Responses Associated With Active Listening

10. CFP Ethical principles

11. Equivalent Tax Credit

12. Asset Turnover Ratio

13. Net Cash Flow

14. Net After Tax Profit Margin

15. Times Interest Earned

16. Types of Leading Responses

17. Gross Investment income

18. Quick Ratio (aka Acid test)

19. Working Capital

20. Opportunities in Financial Planning

21. Sustainable Growth Rate

22. Present value of a Bond

23. Current Ratio

24. ROE (Return On Equity)

25. Total Debt to Equity ratio

26. Cash Ratio

27. Current Yield of a bond

28. Social Styles

29. The payout ratio

30. Attributes of Effective Advisor communiations

31. P/E ratio

32. After-tax Return

33. After-tax Yield

34. Debt Service Ratio

35. Holding Period Return

36. Solvency Ratio

37. Arithmetic Mean Return; T = Terminal period; good for comparing different investments

38. Savings Ratio

39. financial planning pyramid

40. The retention ratio

41. Equivalent Tax Deduction

42. Domains of a CFP

43. Real Return (inflation adjusted); NR = Nominal Return; CCL = Change in Cost of Living (inflation rate)

44. 'normal' ratio

45. aka Net Income

46. Assets to Equity ratio