Question 1
No processo de planejamento financeiro pessoal definido pela Planejar e pela FPSB, qual etapa antecede imediatamente a apresentação de recomendações ao cliente?
Correct Answer:
Analisar e avaliar a situação financeira do cliente
Question 2
O Código de Conduta Ética e Responsabilidade Profissional da Planejar exige que o planejador CFP atue sempre no melhor interesse do cliente. Esse dever é conhecido como:
Correct Answer:
Dever fiduciário
Question 3
Um cliente possui patrimônio líquido negativo. Considerando o balanço patrimonial pessoal, isso significa que:
Correct Answer:
Os passivos superam os ativos
Question 4
De acordo com a regra de transição da Planejar para o Exame CFP a partir de 2026, candidatos com pendência de aprovação na Prova Completa de outubro de 2025 deverão obrigatoriamente realizar qual módulo na nova estrutura?
Correct Answer:
Psicologia no Planejamento Financeiro
Question 5
Na Prova Completa do Exame CFP da Planejar, qual é o critério de aprovação aplicável ao candidato?
Correct Answer:
Média geral igual ou superior a 70% e mínimo de 50% em cada módulo
Question 1
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About this Exam

Prepare with the Exame CFP (Planejar) Practice Questions - Exame de Certificação CFP - Planejar (Associação Brasileira de Planejamento Financeiro) Exam practice quiz. This question bank includes 100 questions covering cliente, investidor, para, financeiro, and pessoal. Use it to review important concepts, identify knowledge gaps, and build confidence for the related exam, course, or assessment.

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Exame CFP (Planejar) Practice Questions - Exame de Certificação CFP - Planejar (Associação Brasileira de Planejamento Financeiro) Exam

This practice set contains 100 questions from the matching question bank and focuses on cliente, investidor, para, financeiro, and pessoal. Work through each question carefully, review the provided solutions, and revisit topics that need more study before your next attempt.

This is an independent study resource intended for practice and review; it is not an official examination or an endorsement by any organization named in the title.

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