Ctfa Study guides, Class notes & Summaries

top-down approach - Answer-A method of analyzing securities that starts with the overall market and narrows down to the specific company Treynor measure - Answer-A measure of reward to nondiversifiable volatility (systematic rISK) Unemployment Rate - Answer-A measurement of the percentage of the U.S. labor force that currently is not working but is willing and able to work and is actively seeking employment Value Investing - Answer-Investing in stocks that are considered underpriced given t...

Jean and John Simmons are married and own their own home as tenants by entirety. When John dies the home is valued at $350,000. How much will be counted in his gross taxable estate? A. None, as it passes directly to his spouse, Jean. B. $175,000 - or one-half of the value C. $225,000 - or the full amount minus the $125,000 one-time exclusion for capital gains on a person residence. D. $350,000 - the full amount is includable. - Answer-B. $175,000 - or one-half the value Once a will is pro...

Cannon CTFA Prep Solved 100% Correct.

What is a J curve - Answer-The return pattern of private equity funds. The cumulative return is negative in the early life of a bond before turning positive. This is because in the early life of a private equity fund there are expenses incurred in the search for attractive investments but there are not any investments to generate returns. True or false? Private equity investing is an excellent source of liquidity. - Answer-False. Since private equity is not traded on any market, and investo...

Tangible Personal Property - Answer-personal property that can be moved (ex. gold bar, jewelry) Probate Estate - Answer-the property of a decedent that is subject to administration by the executor or administrator of an estate Under joint tenants with rights of survivorship, when one tenant dies which of the following best describes the result? - Answer-Her share passes to the surviving joint tenant regardless of what her will says In cutting down a tree, which of the following occurs? - A...

CTFA - Financial Planning Exam Questions & Answers 2024 Asset Allocation should conform to an individual's _____________ - ANSWER-risk tolerance A springing durable power of attorney is effective only on a _____________________ - ANSWER-conditional event What is the minimum age for receiving Social Security benefits? - ANSWER-62 Assume Greg inherits stock from his father that he purchased at $50 per share and it appreciated to $75 per share by the date of his father's death. At t...

CTFA Level 1 Exam Questions & Answers 2024 Tangible Personal Property - ANSWER-personal property that can be moved (ex. gold bar, jewelry) Probate Estate - ANSWER-the property of a decedent that is subject to administration by the executor or administrator of an estate Under joint tenants with rights of survivorship, when one tenant dies which of the following best describes the result? - ANSWER-Her share passes to the surviving joint tenant regardless of what her will says In cutt...

Cannon CTFA Prep Test Questions And Answers Rated A+

Asset Allocation should conform to an individual's _____________ - Answer-risk tolerance A springing durable power of attorney is effective only on a _____________________ - Answerconditional event What is the minimum age for receiving Social Security benefits? - Answer-62 Assume Greg inherits stock from his father that he purchased at $50 per share and it appreciated to $75 per share by the date of his father's death. At the time the estate settled one year later, the stock had declined ...