ABA CTFA - Certified Trust and Financial Advisor Exam

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Total 856 questions

Financial goals cove a wide range of financial aspirations such as:

  • A. Controlling living expenses
  • B. Meeting retirement needs
  • C. Setting up a savings and investment program
  • D. All of the above


Answer : D

These are target dates in the future when certain financial objectives are expected to be completed. What are these?

  • A. Goal dates
  • B. Target dates
  • C. Due dates
  • D. Financial dates


Answer : A

Today"™s well-defined employee benefits package cover a full spectrum of benefits that may include all EXCEPT:

  • A. Long -term care insurance
  • B. Dental and vision care
  • C. Subsidized employee benefit plan
  • D. Partial retirement plans


Answer : D

Tax deferred retirement plans and flexible spending accounts offer tax advantages. Some retirement plans allow you to__________ against them.

  • A. Lend
  • B. Borrow
  • C. Spend
  • D. None of the above


Answer : B

Accumulating assets to enjoy in retirement is only part of the:

  • A. Long-term financial planning process
  • B. Short-term financial planning process
  • C. Life time financial planning process
  • D. Permanent financial planning process


Answer : A

Page:    1 / 172   
Total 856 questions