Personal Finance FAQs

  1. Which of the following statements least accurately describes the ways in which a swap may be terminated

  2. If during a period of rising prices, a LIFO liquidation occurs ...

  3. Which of the following statements are true with respect to the coefficient of determination ...

  4. Deciles, percentiles, quintiles and quartiles divide a distribution into how many portions ...

  5. Under a pegged exchange rate system which of the following measures can be undertaken by a home country ...

  6. Your client, Todd, owns 100 shares of HAT stock in his taxable stock portfolio ...

  7. 529 plans may do all of the following except: a) As a prepaid tuition plan ...

  8. How can I start an IRA for my child?

  9. What changes might I need to make to my insurance policy?

  10. Under the USA, registration as an IAR includes all of the following EXCEPT:

  11. A parent would choose to set up a Coverdell Education Savings Account for a child in order to save for college expenses AND:

  12. Why do you need an emergency fund?

  13. Because I missed a few credit card payments, the issuer raised my interest rate from 9.9% to 19.9%. What should I do?

  14. My mortgage payments are no longer affordable; is there anything that I can do to prevent foreclosure?

  15. Is it wise to consolidate credit card debt?

  16. Will jointly filing taxes have the effect of joining a couple's credit?

  17. How do I stop emotional spending?

  18. What kind of summer interships are available for a finance student?

  19. Why are credit cards able to charge such high interest rates compared to other lenders?

  20. When is it a good idea to take out a loan to invest?

  21. Which credit card company holds the honor of most profitable IPO?

  22. What does it mean when advertisers say that "financing is available"? Should I trust them to give me a good deal?

  23. What is the best way to budget for holiday and special event spending?

  24. What is a Ginnie Mae security?

  25. How is my credit score calculated?

  26. Are credit cards and debit cards considered debt instruments?

  27. What is the difference between a 2/28 and a 3/27 ARM?

  28. How does the number of credit card accounts I have affect my credit score?

  29. What are the benefits of an assumable mortgage?

  30. What is the difference between a non-recourse loan and a recourse loan?

  31. Will credit card inactivity affect my credit score?

  32. What is the difference between a buy-side analyst and a sell-side analyst?

  33. How can I find an investment club in my area?

  34. How can I purchase stocks directly from a company?

  35. I hold a professional degree. Am I eligible to sit for the Certified Financial Planner (CFP)certification examination?

  36. Do I need to be a U.S. citizen to sit for any NASD examinations?

  37. What happens if there are no places available for me to sit for my exam within my window?

  38. Do I need to take the Series 6 examination after I have already successfully completed the Series 7?

  39. Do I have to complete all exams within a certain period of time to receive the CFA charter?

  40. How do I become a CFA charterholder?

  41. I failed the Series 6 exam. How long must I wait before I can re-take it?

  42. Is it possible to take the Series 6 exam without being sponsored?

  43. When must the required four years of qualifying work experience be completed in order to become a CFA charterholder?

  44. What personal items am I allowed to bring with me into the CFA exam testing room?

  45. If I do not have a U.S. Bachelor's Degree or equivalent, can I still qualify for registration in the CFA program?

  46. If I already hold a professional certification am I eligible for any exemptions from CFA Program requirements?

  47. I am interested in pursing the CFA charter, but I do not have a degree in business and have not worked within the financial or investment environment. Do I still have a chance of successfully completing the course?

  48. Is there any difference between a holder of a Chartered Financial Analyst Designation and a Certified Financial Analyst?

  49. What type of work experience can count towards the work experience required in order to obtain the CFA charter?

  50. What forms of ID are acceptable for admittance into the CFA examination room?

  51. What is the maximum amount of time that can elapse between CFA examinations?

  52. Is it required to order the CFA guides in order to prepare for the CFA?

  53. Can I obtain my CFA charter without U.S. work experience?

  54. How do I find a testing facility in my area?

  55. If I have passed the Series 7 exam, do I need to write the 6 and 63 exams as well?

  56. Are there any continuing education requirements after I pass the Series 7 examination?

  57. What is the difference between Series 9/10 and Series 24 qualification exams?

  58. I failed the Series 7 exam. How long must I wait before I can take it again?

  59. Is it possible to take the Series 7 exam without being sponsored?

  60. How can I withdraw from my CFA Level 1 exam?

  61. How do I register for the CFA program for the first time?

  62. What are the advantages and disadvantages to dealing with internet-only banks?

  63. What are the Gnomes of Zurich?

  64. If two people own a securities account, listed as joint tenants-in-common, it means:

  65. How do university endowments work?

  66. I did not receive my Bachelor's degree in the United States. How can I determine whether my Bachelor's degree is comparable to a U.S. Bachelor's degree?

  67. How can I use a child tax credit?

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