This is a very good resource for CFP exam facts! At http://www.examfacts.com they have an
excellent study guide filled with basic exam facts for the CFP exam. The
book is also available at Amazon.com
Example
Questions from the Exam Fact CFP Book:
Define the Difference b/t Target Benefit Plan & Age
Weighted/Cross Tested PSP
Target Benefit must meet minimum funding standard, whereas PSP has
flexibility
Define the DC Vesting Schedule
1) 3yr cliff
2) 2-6yr graded
If DC plan is top heavy then what?
Non-key participants must receive contribution of at least 3% of
comp
PSP that cannot be integrated w/ SS with what?
ESOP
Age-Weighted PSP uses combo of ________ & _____________ as
basis for allocating contributions
age & compensation

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