This class was created by Brainscape user Justin Tockey. Visit their profile to learn more about the creator.
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Justin Tockey
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Decks in this class (8)
Professional Conduct and Fiduciary Responsibility
7 principles of the code of ethic...,
Cepr rules 101 102 103,
Cepr rules 201 202 301 302
20
cards
General Principles of Financial Planning
Monetary policy fed tools,
Fiscal policy govt tools
2
cards
Insurance Planning
Mutual life insurance company cha...,
Ho policy rules,
Medicare skilled nursing care 100...
31
cards
Investment Planning
Bond swaps,
Jesnen s ratio,
Investment policy statement
73
cards
Income Tax Planning
Income threshold for social secur...,
Unemployment income taxable thres...,
S corporation election requiremen...
55
cards
Education Planning
2503 c trust features and taxation,
Utma ugma features and taxation,
Series ee bonds rules
16
cards
Retirement Planning
Non qualified distribution plan f...,
Key highly compensated employee d...,
Simple ira features
54
cards
Estate Planning
Section 303 stock redemption plan,
Gifted asset basis w gift tax pai...,
Reverse gift rules
18
cards
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