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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. Domains of a CFP

2. Major CFP Planning Areas

3. Types of Leading Responses

4. Cash Ratio

5. Equivalent Tax Deduction

6. Attributes of Effective Advisor communiations

7. Gross Investment income

8. Savings Ratio

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

10. After-tax Yield

11. Working Capital

12. Current Ratio

13. After-tax Return

14. ROE (Return On Equity)

15. Debt Service Ratio

16. Asset Turnover Ratio

17. PEG ratio

18. Liquidity Ratio

19. Present value of a Bond

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

21. aka Net Income

22. The retention ratio

23. financial planning pyramid

24. Net Cash Flow

25. Book Value (of company stock)