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Exam (elaborations)

CFP Exam - Random Facts to remember (New Update 2023)

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CFP Exam - Random Facts to remember (New Update 2023) Annuity due - CORRECT ANSWER use BEGIN mode on calculator Ordinary Annuity - CORRECT ANSWER use END mode on calculator Fiduciary duty (ddf) - CORRECT ANSWER -duty of loyalty -duty of care -follow instructions Integrity (huc) - CORRECT ANSWER -honesty -upstanding -candor Competence - CORRECT ANSWER relevantly apply knowledge Diligence (tt) - CORRECT ANSWER -timely -thorough Disclose and manage conflicts of interest (admma) - CORRECT ANSWER -active consent -disclosure -manage -material conflict -ambiguity Sound and objective professional judgement (en) - CORRECT ANSWER -exercise judgement -not subordinated Professionalism (dcr) - CORRECT ANSWER -dignity -courtesy -respect Comply with the law (lrrs) - CORRECT ANSWER -laws -rules -regulations -standards Confidentiality and privacy (colp) - CORRECT ANSWER -consent -ordinary business -legal and enforcement purposes -policies

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Institution
Liberty University
Course
Certified Financial Planner Board of Standards Inc









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Liberty University
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Certified Financial Planner Board of Standards Inc
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  • competence
  • cfp exam random facts to remember new update 2023
  • disclose and manage conflicts of interest admma
  • confidentiality and privacy colp
  • duties when representing compensation ffssnr
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