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ABA CTFA Exam (page: 1)
ABA Certified Trust and Financial Advisor (CTFA)
Updated on: 11-Aug-2025

Viewing Page 1 of 91
CTFA PDF 895 Questions

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(s): D



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(s): A



Today's well-defined employee benefits package cover a full spectrum of benefits that may include all EXCEPT:

  1. Long -term care insurance
  2. Dental and vision care
  3. Subsidized employee benefit plan
  4. Partial retirement plans

Answer(s): D



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(s): B



Accumulating assets to enjoy in retirement is only part of the:

  1. Long-term financial planning process
  2. Short-term financial planning process
  3. Life time financial planning process
  4. Permanent financial planning process

Answer(s): A



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JUAN 6/28/2023 2:12:00 AM

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