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CTFA: Certified Trust and Financial Advisor

Vendor:

ABA

Exam Questions:
895
 Learners
  2.370
Last Updated
February - 2025
Language
English
23 Quizzes
PDF | VPLUS
This study guide should help you understand what to expect on the exam and includes a summary of the topics the exam might cover and links to additional resources. The information and materials in this document should help you focus your studies as you prepare for the exam.

Related questions

A tax structure in which the larger the amount of taxable income, the higher the rate at which it is taxed is:

Marginal tax rate
Marginal tax rate
Progressive tax structure
Progressive tax structure
Tax bracket
Tax bracket
Immovable tax structure
Immovable tax structure
Suggested answer: B
asked 16/09/2024
vladimir nezgoda
34 questions

Gross income essentially includes any and all income subject to federal taxes. Here are some common forms of gross income Except:

Wages and salaries
Wages and salaries
Bonuses, commissions, and tips
Bonuses, commissions, and tips
Interest and dividends received
Interest and dividends received
Alimony paid
Alimony paid
Suggested answer: D
asked 16/09/2024
Umaish Nair
35 questions

___________ is a type of insurance that protects funds on deposit against failure of the institution; can be insured by the FDIC and the NCUA.

Deposit Insurance
Deposit Insurance
Demand deposit
Demand deposit
Time deposit
Time deposit
Money market mutual fund
Money market mutual fund
Suggested answer: A
asked 16/09/2024
Shivanth Jha
34 questions

The difference between the purchase price and the repurchase price, or sale price, plus accrued interest on the security represents:

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Taxable income is:

The amount of income subject to taxes; it is calculated by subtracting expenses, the larger of itemized or standard deductions, and exemptions from gross income
The amount of income subject to taxes; it is calculated by subtracting expenses, the larger of itemized or standard deductions, and exemptions from gross income
The amount of income subject to taxes; it is calculated by subtracting adjustments, the larger of itemized or standard depreciations, and exemptions from gross income
The amount of income subject to taxes; it is calculated by subtracting adjustments, the larger of itemized or standard depreciations, and exemptions from gross income
The amount of income subject to taxes; it is calculated by subtracting adjustments, the larger of itemized or standard deductions, and exemptions from gross income
The amount of income subject to taxes; it is calculated by subtracting adjustments, the larger of itemized or standard deductions, and exemptions from gross income
The amount of income subject to taxes; it is calculated by subtracting adjustments, the larger of itemized or standard deductions, and exemptions from earned income
The amount of income subject to taxes; it is calculated by subtracting adjustments, the larger of itemized or standard deductions, and exemptions from earned income
Suggested answer: C
asked 16/09/2024
Syed Azar
38 questions

Average severities projection method uses various claim count and average cost per claim date on either a paid or insured basis.

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All of the following are investment alternatives, Except:

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In negotiating car prices, choosing among various makes, models, and options can make comparison difficult. You can check one of the popular price guides to research used car prices. What is that guide?

National Automobile Dealers Association
National Automobile Dealers Association
National Automobile manufacturer Association
National Automobile manufacturer Association
National Automobile vendor Association
National Automobile vendor Association
None of these
None of these
Suggested answer: A
asked 16/09/2024
Christophe Troessaert
37 questions

The __________ decision involves determining the appropriate make-up of the righthand side of the balance sheet.

asset management
asset management
Financing
Financing
Investment Capital budgeting
Investment Capital budgeting
Suggested answer: B
asked 16/09/2024
Matthew Cole
36 questions

Which of the following tests is used to test the weak form of market efficiency?

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