FP2無料問題集「CSI Financial Planning II (FPII)」

質問 1

Jerry, age 58, has been working for the same employer since he graduated university. Over the years, he has had a few promotions. Jerry and his wife, Beth, are well on their way to financial independence, and they plan to retire in two years. Which of the following scenarios will most likely represent Jerry and Beth's financial scenario?
Scenario
Liquid assets relative to total assets (%)
Investment assets-to-net worth ratio (%)
Debt-to-asset ratio (%)
A
5
75
10
B
10
25
20
C
15
45
25
D
20
70
30

（A）Scenario C.

（B）Scenario B.

（C）Scenario A.

（D）Scenario D.

正解：C 解答を投票する

解説: (JPNTest メンバーにのみ表示されます)

質問 2

What factors are used for calculating contributions to an individual pension plan?

（A）Annual contributions are based on the lesser of 18% of the employee's salary paid by the employer or half the limit for money purchase plans.

（B）Annual contributions required to fund the plan must be calculated based on the age of the employee, their earnings history and the benefit formula.

（C）Annual contributions required to fund the plan must be calculated based on the age of the employee, the benefit formula and amount of business profits available.

（D）Annual contributions are based on the employee's unused registered retirement savings plan deduction room plus 18% of their earned income from the previous year.

正解：B 解答を投票する

解説: (JPNTest メンバーにのみ表示されます)

質問 3

Fiona's eligibility for insurance benefits is measured by her ability to perform the usual activities of daily living. What type of insurance policy does Fiona have?

（A）Critical illness.

（B）Extended health.

（C）Disability.

（D）Long term care.

正解：D 解答を投票する

解説: (JPNTest メンバーにのみ表示されます)

質問 4

How long does an executor have to make a spousal Registered Retirement Savings Plan contribution on behalf of a deceased person?

（A）The executor may contribute up to 60 days after the year-end.

（B）The executor may contribute up to the end of the calendar year.

（C）The executor may contribute up to 60 days after the date of death.

（D）The executor may contribute up to 6 months after the date of death.

正解：A 解答を投票する

解説: (JPNTest メンバーにのみ表示されます)

質問 5

The rights to spousal support for unmarried spouses is established by which legislative document?

（A）Divorce Act.

（B）Civil Marriage Act.

（C）British North America Act.

（D）Family Law Act.

正解：D 解答を投票する

解説: (JPNTest メンバーにのみ表示されます)

質問 6

What is the name of the individual who is responsible for making decisions based on a power of attorney?

（A）Donee.

（B）Settlor.

（C）Donor.

（D）Testator.

正解：A 解答を投票する

解説: (JPNTest メンバーにのみ表示されます)

質問 7

What is the most common going-concern valuation method used to determine the value of a business?

（A）Discounted cash flow.

（B）Adjusted book value.

（C）Capitalization of earnings.

（D）Liquidation value.

正解：C 解答を投票する

解説: (JPNTest メンバーにのみ表示されます)

FP2 無料問題集「CSI Financial Planning II (FPII)」

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