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Scott Murphy CPWA
> Behavorial Finance > Flashcards
Behavorial Finance Flashcards
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Scott Murphy CPWA
(11 decks)
Ethics
Behavorial Finance
Tax Planning (Section II.A) (13%, 16 Questions)
Portfolio Management (Section II.B) (11%, 14 Questions)
Risk Management (II.C)(10%, 12-13 Questions)
Charitable Giving and Endowment (III.A) (8%,10 questions)
Estate Issues & Wealth Transfer (III.B) (15%,19 Questions)
Planning for Executives - Section IV.A (10%) (12-13 questions)
Planning for Closely Held Business Owners (Section IV.B) (10%, 12-13 Questions)
Retirement Management (Section IV.C) (12-13 Questions)
Key Points & Discussion Topics
