Free American Bankers Association CTFA Exam Actual Questions

The questions for CTFA were last updated On May 3, 2024

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Question No. 1

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

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Correct Answer: D

Question No. 2

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

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Correct Answer: A

Question No. 3

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

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Correct Answer: D

Question No. 4

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

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Correct Answer: B

Question No. 5

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

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Correct Answer: A

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