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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. Sustainable Growth Rate

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

3. After-tax Yield

4. Net Investment Income

5. Book Value (of company stock)

6. financial life cycle

7. Opportunities in Financial Planning

8. PEG ratio

9. Working Capital

10. Net Cash Flow

11. Assets to Equity ratio

12. CFP Ethical principles

13. Times Interest Earned

14. Quick Ratio (aka Acid test)

15. Solvency Ratio

16. Gross Investment income

17. 'normal' ratio

18. Social Styles

19. Debt to Equity ratio

20. After-tax Return

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

22. aka Net Income

23. Domains of a CFP

24. Asset Turnover Ratio

25. Savings Ratio

26. Holding Period Return

27. Major CFP Planning Areas

28. Equivalent Tax Deduction

29. The retention ratio

30. Attributes of Effective Advisor communiations

31. Net After Tax Profit Margin

32. Current Ratio

33. EBIT

34. Types of Understanding Responses Associated With Active Listening

35. P/E ratio

36. Equivalent Tax Credit

37. Cash Ratio

38. Debt Service Ratio

39. Liquidity Ratio

40. Present value of a Bond

41. financial planning pyramid

42. Types of Leading Responses

43. ROE (Return On Equity)

44. The payout ratio

45. Current Yield of a bond

46. Total Debt to Equity ratio