CTFA Study guides, Class notes & Summaries
Looking for the best study guides, study notes and summaries about CTFA? On this page you'll find 40 study documents about CTFA.
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CTFA Practice Exam 1 Questions With Complete Solutions, Graded A+
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Q. Which of the following types of trusts can use the Uniform Principal and Income Act power to adjust ? 
A. GRAT 
B. Trust under will 
C. Revocable trust 
D. Charitable lead trust - Answer-Solution : The correct answer is B. 
Q. Which of the following is a power of attorney for property that is effective upon execution and does 
NOT terminate upon the principal's incapacity? 
A. General 
B. Springing 
C. Durable 
D. Limited - Answer-Solution: The correct answer is C 
Q. A client borrows $ 100,...
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CTFA Practice Exam 3 Questions & Answers Solved 100% Correct!!
- Exam (elaborations) • 17 pages • 2024
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Q. When can a bank trustee sell or purchase assets from a trust where it serves in a fiduciary capacity? 
A. When the trustee desires to relieve itself from such liability with the approval of the board 
B. When the trust sells property to any non-officer of the bank, if the trust committee deems the price 
reasonable 
C. When the trust purchases stock or obligations of the bank, if the bank or its holding company is listed 
on a recognized stock exchange 
D. When the trust sells assets in one a...
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CTFA STUDY QUESTIONS AND ANSWERS
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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...
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CTFA QUESTIONS WITH 100 % CORRECT ANSWERS | VERIFIED
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Your client owns a $ 200,000 home in joint a $ 15,000 8,000 CD in his name alone , and a $ 100,000 life 
insurance What is the value of his probate estate - Answer-23,000 
2. A simple trust earned $ 27,000 in dividends from income and one - half from principal following ? - 
Answer-25,000 
3. If the Trust Document is silent with respect to a certain cash transaction Administrator should first 
look to which of the following for guidance - Answer-Principal and Income Law of the State 
When determ...
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CTFA - Comprehensive Review Terms Questions with well explained answers
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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...
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CTFA - Practice Exam #1 Questions & Answers 2024
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CTFA - Practice Exam #1 Questions & Answers 2024 
 
 
"Constructive Receipt" is normally applicable to the tax treatment of... - ANSWER-Non-Qualified Deferred Compensation Plans 
 
Non-Qualified Deferred Compensation - ANSWER-TCHRA: Compensation that is not immediately taxable. It does not qualify under ERISA for tax exemption. Taxation occurs once the individual receives the compensation or "property" 
 
A 1035 exchange refers to a tax free exchange of... - ANSWER-Annuities 
 
1035 Exchange...
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CTFA Exam Questions & Answers 2024
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CTFA Exam Questions & Answers 2024 
 
 
Test - ANSWER-This is a test 
 
Steven - ANSWER-Nyu student 
 
Governing Trust instrument 
State Trust Law 
Federal laws such as federal tax & environmental laws - ANSWER-Rules governing the actions of a trustee are determined by: 
 
Trustee - ANSWER-Legal title to trust property is vested in: 
 
Beneficiaries - ANSWER-Equitable title to trust property is held by: 
 
Yes - ANSWER-Can settlor create trust by oral expression of intent? 
 
Express Trust - ANS...
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Alpha Phi Alpha Chapter 1 Test Questions(The Origins of Alpha Phi Alpha)With 100% Correct Answers.
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Alpha Phi Alpha Chapter 1 Test Questions(The Origins of Alpha Phi Alpha)With 100% Correct Answers.
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Alpha Phi Alpha - Final Study Cards With Correct Answers.
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Alpha Phi Alpha - Final Study Cards With Correct Answers.
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All Lines Adjuster Exam With Complete Solutions.
- Exam (elaborations) • 15 pages • 2023
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All Lines Adjuster Exam With Complete Solutions.