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. Assets to Equity ratio

2. aka Net Income

3. Book Value (of company stock)

4. Types of Understanding Responses Associated With Active Listening

5. Current Yield of a bond

6. Domains of a CFP

7. financial planning pyramid

8. Total Debt to Equity ratio

9. Times Interest Earned

10. Equivalent Tax Credit

11. The payout ratio

12. CFP Ethical principles

13. The retention ratio

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

15. Net After Tax Profit Margin

16. Opportunities in Financial Planning

17. Sustainable Growth Rate

18. Types of Leading Responses

19. After-tax Yield

20. PEG ratio

21. financial life cycle

22. Debt Service Ratio

23. EBIT

24. Holding Period Return

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

26. P/E ratio

27. Current Ratio

28. Net Cash Flow

29. Major CFP Planning Areas

30. Liquidity Ratio

31. Cash Ratio

32. Gross Investment income

33. Quick Ratio (aka Acid test)

34. Social Styles

35. Debt to Equity ratio

36. Asset Turnover Ratio

37. Present value of a Bond

38. Equivalent Tax Deduction

39. Solvency Ratio

40. After-tax Return

41. Working Capital

42. ROE (Return On Equity)

43. Net Investment Income

44. Savings Ratio

45. Attributes of Effective Advisor communiations

46. 'normal' ratio