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CDFA Exam Questions with Solutions Latest New update / test bank of CDFA real exam

Study Material Jun 10, 2025
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CDFA Exam Questions with Solutions Latest New update / test bank of CDFA real exam

In a divorce settlement, what mistake is commonly made by financial
professionals without proper training?
Considering the tax consequences of the sale of property
Considering investment returns
Considering inflation
Considering only an equal division of property - ANSWER- Considering only an equal
division of property
Which of the following is a common mistake that divorcing couples make?
Failing to consider the tax consequences of an early withdrawal
from a retirement account
Dividing a joint checking account to obtain an equitable
distribution of assets
Using the cost basis to determine taxes on the sale of property
Failing to consider the taxes due on child support payments - ANSWER- Failing to consider
the tax consequences of an early withdrawal from a retirement account
From a client's perspective and without regard to the cost, at which of the
following times should an individual hire a CDFA professional?
When considering getting a divorce
After meeting with an attorney
After filing a petition for divorce
Prior to a final judgment for divorce - ANSWER- When considering getting a divorce
Which of the following is NOT an appropriate service that CDFA professionals can provide?

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