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Certified Financial Planner (CFP) Formulas Practice Test
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Avg score: 54% • Most missed: “Bond Conversion Value =”
Certified Financial Planner (CFP) Formulas Practice Test
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25 Questions

1. Taxable Estate =

2. Net Gift Technique - Adjusted Taxable Gift =

3. Tentative Estate Tax =

4. Realized Gain on Residence =

5. Tax Base =

6. Return on Equity =

7. Exclusion Ratio =

8. Constant Growth Dividend Model =

9. Dividend Discount Model Shortcut =

10. Time Premium of an Option =

11. AMT Payable =

12. Geometric Return =

13. Intrinsic Value of a Call Option =

14. Margin Formula =

15. Adjusted Gross Estate =

16. Tax Exempt Yield =

17. Standard Deviation of Two Variable Portfolio Shortcut =

18. Net Worth =

19. Intrinsic Value of Property =

20. Net Estate Tax =

21. Amount Paid by Insurance =

22. Effective Gross Income =

23. Surrender Value =

24. Bond Conversion Value =

25. Beta =

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