Certified Trust and Financial Advisor

Here you have the best ABA CTFA practice exam questions

  • You have 794 total questions to study from
  • Each page has 5 questions, making a total of 159 pages
  • You can navigate through the pages using the buttons at the bottom
  • This questions were last updated on November 17, 2025
  • This site is not affiliated with or endorsed by ABA.
Question 1 of 794
Financial goals cove a wide range of financial aspirations such as:
    Correct Answer: D

Question 2 of 794
This is a type of employee benefit plan wherein the employer allocates a certain amount of money and then the employee spends that money for benefits selected from a menu covering everything from child care to health and life insurance to retirement benefits.
    Correct Answer: D

Question 3 of 794
Simon has experience of dealing with retail clients and is now in training to qualify as a pension transfer specialist. As a consequence, which of the following statements are true?
    Correct Answer: B, C

Question 4 of 794
The efficient frontier curve shows the optimum balance between:
    Correct Answer: A

Question 5 of 794
A UK investor holds a portfolio of overseas equities and is concerned about the exchange rate risk. Which strategy could he use to mitigate this risk?
    Correct Answer: C