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CFP: Certified Financial Planner
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Avg score: 70% • Most missed: “Savings Ratio”
CFP: Certified Financial Planner
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25 Questions

1. Cash Ratio

2. Net After Tax Profit Margin

3. The payout ratio

4. Savings Ratio

5. Debt Service Ratio

6. Net Cash Flow

7. Quick Ratio (aka Acid test)

8. aka Net Income

9. Holding Period Return

10. P/E ratio

11. ROE (Return On Equity)

12. Domains of a CFP

13. CFP Ethical principles

14. Asset Turnover Ratio

15. Total Debt to Equity ratio

16. Current Ratio

17. Attributes of Effective Advisor communiations

18. Working Capital

19. The retention ratio

20. PEG ratio

21. Major CFP Planning Areas

22. After-tax Yield

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

24. After-tax Return

25. Net Investment Income

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