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CFP Exam > Risk > Flashcards

Risk Flashcards

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CFP® flashcards
1
Q

Income oriented strategic A.A?

A

70-100% fixed income

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2
Q

Growth Oriented Strategic AA?

A

70-100% equities

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3
Q

Balances strategic A.A.?

A

40/60 to 60/40

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4
Q

Disadvantage of tax advantaged investments?

A

Risky

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5
Q

Acceptable net present value of an investment?

A

$0 or greater

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6
Q

Does CIDC cover interest?

A

No, only principal

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7
Q

Can creditors come after life insurance products (e.g., seg funds)?

A

Only if there is not a named beneficiary

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8
Q
A
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CFP Exam (12 decks)

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