Attention Students- Attached are a few documents from Edward Jones regarding job opportunities. We are happy to pass along any information to students regarding job openings, but we do not in any way endorse any financial firm, and strongly encourage you in all circumstances to research both the company and the position. [...]
Don't miss out! There's still time to sign up for the CFP Board Career Center Career Fair. Join us on Wednesday, April 19, from 1-5 PM (ET) for an exclusive opportunity to connect with recruiters from top employers in the financial services industry—all without leaving your home or office! Don't miss your chance to engage [...]
Student Question from Alison Course: Investment Planning Question: Can you help explain this question better? If the market risk premium were to increase, doesn't that mean the amount of compensation and investor desires would increase, so the value of stock would need to increase further? Board Released Question If the market risk premium were to increase, the [...]
Which of the following statements concerning potential disadvantages of S corporations is (are) correct? (1) If the business continues to produce losses after the start-up period, the shareholders’ basis in their stock might become exhausted, and, then, additional losses would not be tax-deductible. (2) The receipt of significant amounts of passive income by an S [...]
Student Question from Krishna Course: Insurance Planning Question: I think I'm missing something w/this concept. I don't understand how life insurance proceeds would be taxable to the owner's estate when the beneficiary is someone else? Example: If I am the policy owner, and I purchase life insurance on myself and name my sister as the [...]
The CFP Board is hosting an online career fair on September 13th, from 1-4pm (EDT). This provides a great opportunity to connect with organizations like Northwestern Mutual, Fidelity, Vanguard, and many more. Participants will be connected directly with representatives from organizations for 1-on-1 text based chats. To learn more about the career fair and register [...]
Which of the following is includible in gross income for federal income tax purposes? A. Gift from a grandfather to pay tuition B. A year-end bonus received by an employee, based on business profits C. Excess living expenses received under an insurance contract after a home was damaged by fire D. Interest paid on most [...]
Jennifer and Ben have been extremely successful in transferring some of their money to their children over the past several years. The following events took place in the current year: Jan, age 13, earned $1,300 in interest. Bill, age 20 and NOT a student, earned $2,500 in dividends, interest, and capital gains and $1,800 working [...]
Three years prior to Matthew’s death, he inherited property that was taxed in his father’s estate. What percent credit would Matthew receive on this inherited property in his own estate? A. 100% B. 80% C. 60% D. 40% E. 0% Click to Reveal Answer Correct Answer is B. Full credit is allowed if the [...]
Which of the following are logical reasons for writing a covered call? (1) To profit when stock prices increase (2) To utilize leverage (3) To provide additional income in a flat market (4) To provide additional gain while disposing of a long stock position A. (1) only B. (1) and (3) only C. (1), (2), [...]