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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. Types of Leading Responses

2. P/E ratio

3. CFP Ethical principles

4. Social Styles

5. Times Interest Earned

6. Debt to Equity ratio

7. The retention ratio

8. Present value of a Bond

9. ROE (Return On Equity)

10. Attributes of Effective Advisor communiations

11. Working Capital

12. aka Net Income

13. Savings Ratio

14. After-tax Return

15. Total Debt to Equity ratio

16. Equivalent Tax Credit

17. Current Ratio

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

19. Equivalent Tax Deduction

20. Sustainable Growth Rate

21. Book Value (of company stock)

22. Solvency Ratio

23. Assets to Equity ratio

24. Gross Investment income

25. financial planning pyramid

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