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American Bankers Association CTFA Exam - Topic 7 Question 1 Discussion

Actual exam question for American Bankers Association's CTFA exam
Question #: 1
Topic #: 7
[All CTFA Questions]

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?

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Suggested Answer: B, C

by Karan at May 08, 2022, 08:09 PM

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Arlen
5 months ago
E is a must, records should always be kept for compliance.
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Alecia
5 months ago
D sounds surprising, I didn't know CPD could be waived!
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Tamekia
5 months ago
A seems off, I thought training could start sooner.
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Pamella
5 months ago
I think B is correct too, firms can set time limits.
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Chaya
5 months ago
C is definitely true, supervisors need to be qualified.
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Ettie
6 months ago
Alright, I've got this. The marital deduction rules are pretty straightforward, and I know the differences between transfers to citizen and non-citizen spouses. I'm confident I can nail this question.
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Kaycee
6 months ago
I'm a bit confused by this question. I'll need to re-read it a few times to make sure I understand what they're asking.
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Karma
6 months ago
I'm not totally confident on this one. The wording is a bit ambiguous, and I could see arguments for a couple of the options. I'll have to think it through carefully.
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