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T W
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Decks in this class (18)
Fundamentals of Financial Planning
What is the fp process,
What is a personal net worth stat...,
What is a statement of cash flow
23
cards
Investment Planning
What is a corporate bond or deben...,
What is beta what does beta measure,
Beta is used in the
119
cards
Retirement Planning
Canadian pension plan basics,
Cpp plan benefits,
Cpp as early as age 60 and as lat...
140
cards
Insurance Planning
What are the two basic categories...,
Who is term insurance good for,
Who is whole life insurance good for
34
cards
Estate Planning
What are considered family assets...,
What factors are considered with ...,
How are spousal support payments ...
34
cards
Tax Planning
What are the types of investment ...,
What are three distinct types of ...,
What is the primary benefit of ta...
80
cards
Ethics
What does the standards or profes...,
How many principals of the code o...,
What is principle 1
15
cards
Random INFO
What are considered taxable incom...,
What is tenancy in common,
What are three sets of indicators...
67
cards
Time Value of Money - Calculator Section
What is an annuity,
What is present value,
What is discount rate
10
cards
Law Stuff
What is tort law,
Contract law,
Difference between family law and...
11
cards
Corporate Taxes
What are the 4 corporate financia...,
What are liquidity and,
What are the grossed up dividend ...
9
cards
Behavioural Finance
What is framing,
What is mental accounting,
What is regret avoidance
37
cards
Practice Exam Points
What are some benefits of doing a...,
What are some negatives of a pens...,
Students needs to know the benefi...
40
cards
Estate Planning
What is unique about spousal trusts,
Benefits of an estate freeze include,
May use of estate freezes
25
cards
Corporate Things
What does issuing voting retracta...,
What does issuing convertible ps ...,
What does issuing new common shar...
9
cards
CPP
Some cpp disability facts
1
cards
AMT
If you pay amt tax how long do yo...,
Can amt apply in year of death,
3
cards
Bonds quick tips
What does it mean if a bonds yiel...,
What does a long term to maturity...,
What is coupon rate
11
cards
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CFP Exam
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