Applied Financial Planning
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Anthony, age 65, is concerned about his taxes payable in the event of his death. Anthony is divorced and has named his sister Maria as the beneficiary on his will. He has the following assets:
If Anthony were to die today, what would be the total income taxable on his assets?
Justis, age 62, and his wife Jen, age 58, are meeting with their financial planner, Luke. They are both planning to retire by age 65. Their goals are to minimize debt and reduce taxes. The couple's financial situation is outlined below.
Justis' annual income is $25,000. He has a $15,000 RRSP, $30,000 single non-registered account and a $25,000 TFSA. Jen's annual income is $60,000, and she has a $150,000 RRSP, $50,000 single non-registered account and a $20,000 TFSA.
Jen's marginal tax rate is 35%, and Justis' is 25%. Assuming all investments are making interest income of 10%, what would be the most appropriate strategy for Luke to recommend for the couple?
Janet's non-registered account holds the funds listed in the following table:
Assuming a marginal tax rate of 45%, what amount of tax payable will Janet incur if she redeems the account to fund the purchase of a new business?
Consider the following information for a client's portfolio:
What is the annual rate of return for this portfolio?
Claremont is reviewing his client's portfolio to determine the overall return over the past 12 months using the information provided in the table.
What is the holding period return of the portfolio over the year?
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As this was my first certification exam, I was understandably nervous about what to expect. These study materials made the preparation process much easier, and many of the questions closely reflected those on the actual exam.
Wasted about a month going through the free dump sites scattered all over reddit, half the answers were wrong and the other half were for a version of the exam that doesn't even exist anymore. Eventually gave in and paid the small fee here, and the difference was night and day.
Honestly, I had already gone through the official documentation quite thoroughly, but still didn't feel fully confident going in. This helped things finally click for me. I realized I knew the material, but just hadn't connected all the pieces yet.
Used this along with Microsoft Learn and the combo worked really well. The practice questions made the stuff I'd read actually stick. Passed first attempt, no complaints from me.
The content is accurate and clearly presented, and it's more affordable than competitors. The team has been incredibly responsive whenever I've had an issue, and they've been open to small changes that improve the platform.
I don't usually leave reviews, but this one felt worth sharing. The questions were quite close to what actually appeared on the exam, more than I expected. I spent about a week going through the material before my test, and it helped me feel more prepared.
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I don't usually leave reviews, but this one felt worth sharing. The questions were quite close to what actually appeared on the exam, more than I expected. I spent about a week going through the material before my test, and it helped me feel more prepared.
Passed ITIL 4 Foundation with 87%. Material was enough by itself.
I had a smooth experience from start to finish. Access was available right away, no technical issues, which made it easy to get started. The content felt relevant and aligned well with what I was looking for.
Does what it says it does. Content felt solid, nothing confusing to navigate and I didn't run into any weird issues. I been putting off scheduling the exam for a while and going through this gave me enough confidence to finally book it and pass.
A very quick response was received via email when a link issue occurred. The study materials provided were high quality and extremely helpful. I was able to complete the test successfully. Many thanks for the excellent support.
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