Get Updated CTFA Certified Trust and Financial Advisor (CTFA) Exam Preparation Questions

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American Bankers Association CTFA Exam Sample Questions

Question: 4

Tax deferred retirement plans and flexible spending accounts offer tax advantages. Some retirement plans allow you to__________ against them.

  1. Lend
  2. Borrow
  3. Spend
  4. None of the above


Answer: B

Question: 2

These are target dates in the future when certain financial objectives are expected to be completed. What are these?

  1. Goal dates
  2. Target dates
  3. Due dates
  4. Financial dates


Answer: A

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Question: 1

Financial goals cove a wide range of financial aspirations such as:

  1. Controlling living expenses
  2. Meeting retirement needs
  3. Setting up a savings and investment program
  4. All of the above


Answer: D

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Question: 2

These are target dates in the future when certain financial objectives are expected to be completed. What are these?

  1. Goal dates
  2. Target dates
  3. Due dates
  4. Financial dates


Answer: A

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Question: 4

Tax deferred retirement plans and flexible spending accounts offer tax advantages. Some retirement plans allow you to__________ against them.

  1. Lend
  2. Borrow
  3. Spend
  4. None of the above


Answer: B

Question: 2

These are target dates in the future when certain financial objectives are expected to be completed. What are these?

  1. Goal dates
  2. Target dates
  3. Due dates
  4. Financial dates


Answer: A