최신 FP2 무료덤프 - CSI Financial Planning II (FPII)

문제1

Roy gifted his nephew Charles, age 16, shares for his birthday. The managed portfolio will generate both dividends, and capital gains and losses. What will be Roy's future tax implications, with respect to this transfer, until Charles reaches the age of majority?

A. Capital losses are attributed to Roy.

B. Capital gains are attributed to Roy.

C. No gains, losses or income are attributed to Roy.

D. Dividend income is attributed to Roy.

정답: D

설명: (DumpTOP 회원만 볼 수 있음)

문제2

George tells his financial advisor that he will need to buy a new car in two years and would like some advice on the best way to fund this goal. What consideration should his financial advisor determine first when discussing George's investment objective?

A. Client's desired lifestyle.

B. Tax implications.

C. Priority of client's goal.

D. Liquidity needs.

정답: D

설명: (DumpTOP 회원만 볼 수 있음)

문제3

Which term describes an attempt to create a tax system that gives no preference to the form of ownership?

A. Graduated rates.

B. Equalization.

C. Equilibrium.

D. Integration.

정답: D

설명: (DumpTOP 회원만 볼 수 있음)

문제4

Jo and Jordan have recently married. This is their second marriage, and they are planning to buy a cottage together. Their primary concern is leaving each of their interest to their respective children from their previous marriages. Which tenancy structure is their real estate lawyer likely to recommend?

A. Joint.

B. Common.

C. Freehold.

D. Fee simple.

정답: B

설명: (DumpTOP 회원만 볼 수 있음)

문제5

What type of trust is formed when one party is unjustly enriched at the expense of another person?

A. Social.

B. Resulting.

C. Private.

D. Constructive.

정답: D

설명: (DumpTOP 회원만 볼 수 있음)

문제6

Spouse A, age 69, has been making regular contributions to a spousal Registered Retirement Savings Plan for spouse B, age 65. Assuming Spouse A has sufficient unused contribution room to carry forward, how long can they continue making contributions on behalf of Spouse B?

A. End of the calendar year, in which Spouse A turns 71.

B. First 60 days of the year, in which Spouse A turns 71.

C. First 60 days of the year, in which Spouse B turns 71.

D. End of the calendar year, in which Spouse B turns 71.

정답: D

설명: (DumpTOP 회원만 볼 수 있음)

문제7

Nelson Smith has hired Jackie Fraser to be his financial advisor. Jackie works for FP Inc. On Nelson's behalf, Jackie has placed an order for units of the QBR Balanced Fund from QBR Investments Inc., a subsidiary of the QBR Insurance Company. Who is the principal and third-party for this transaction?

A. Nelson Smith and Jackie Fraser.

B. Nelson Smith and QBR Investments Inc.

C. Jackie Fraser and QBR Investments Inc.

D. FP Inc. and QBR Insurance Company.

정답: B

설명: (DumpTOP 회원만 볼 수 있음)

최신 FP2 무료덤프 - CSI Financial Planning II (FPII)

우리와 연락하기

유용한 링크

최신 업데이트