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FPQP CERTIFICATION EVALUATION 2026 QUESTIONS AND SOLUTIONS FULL SCORE A+

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FPQP CERTIFICATION EVALUATION 2026 QUESTIONS AND SOLUTIONS FULL SCORE A+

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FPQP
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FPQP CERTIFICATION EVALUATION 2026
QUESTIONS AND SOLUTIONS FULL SCORE
A+

●● Targeted Financial Plan.
Answer: focus on a segment of individual's objectives. (ex - first home,
elderly care, reducing tax burden)


●● Goals should be....
Answer: defined or definite


●● Steps to setting financial goal.
Answer: 1. Purpose, 2. Timeframe, 3. Amount
("PTA")


●● Personal financial planning is continuous or noncontinuous?.
Answer: Continuous


●● 7 Steps of Financial Planning Process:.
Answer: 1. Understanding client's personal and financial circumstances.
2. Identifying and selecting goals.

, 3. Analyzing the client's current course of action and potential alternatre
course(s).
4. Devleoping the financial planning recommendations.
5. Presenting the financial planning recommendations.
6. Implementing the financial planning recommendations.
7. Monitoring process and updating.


●● Two types of information:


(Step 1 - Understanding client's personal and financial circumstances).
Answer: 1. Quantitative - "names and numbers"
family profile, assets and liability, cash inflows/outflaws, insurance
policy info, employee/pension plan, tax returns, retirement benefits


2. Qualititative - "lifestyle info"
goals/objectives, health status, interests/hobbies, risk-tolerance level,
changes in lifestyle, estate planning issues, money values, family
relationships, planning assumptions


●● "SWOT" Approach


(Step 3 - analyze and evaluate).
Answer: SWOT = Strenghs, Weaknesses, Opportunities, Threats
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