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David Giles
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Decks in this class (70)
A.1 CFP Board’s Code of Ethics and Standards of Conduct
Learners will be able to identify and explain key terms and phrases associated with principles and requirements outlined in the CFP Board’s Code of Ethics and Standards of Conduct.
21
cards
A.2 CFP Board’s Procedural Rules
Learners will be able to identify and explain terms and phrases associated with procedural rules established by the CFP Board, including their application and implications for Certified Financial Planning CFP® professionals.
25
cards
A.3 Function, purpose, and general structure of financial institutions
Financial institutions that offer...,
Member owned financial cooperativ...,
Institutions that assist individu...
11
cards
A.4 Financial services regulations and requirements
A standard setting and regulatory...,
Provides deposit insurance to dep...,
Regulates and supervises all nati...
19
cards
A.5 Consumer Protection Laws
A part of the gramm leach bliley ...,
A federal law that governs warran...,
A federal law that authorizes the...
20
cards
A.6 Fiduciary standard and application
Duty of impartiality 1,
Finduciary advisor 2,
Erisa 3
20
cards
B.7 Financial Planning Process
Subjective data reflecting values...,
Objective data such as income exp...,
Core beliefs that influence finan...
29
cards
B.8 Financial Statements
A financial statement that provid...,
Resources owned that have economi...,
Obligations or debts owed to othe...
30
cards
B.9 Cash Flow Management
The movement of money in and out ...,
The difference between cash inflo...,
A financial report detailing cash...
30
cards
B.10 Financing Strategies and Debt Management
A personal finance measure that c...,
The ratio of monthly consumer deb...,
The ratio of monthly housing cost...
40
cards
B.11 Economic concepts
Economic model describing how pri...,
Total monetary value of all finis...,
Fluctuations in economic activity...
40
cards
B.12 Time value of money concepts and calculations
0
cards
B.13 Education needs analysis
0
cards
B.14 Education savings vehicles
0
cards
B.15 Education funding
0
cards
B.16 Gift / income tax strategies
0
cards
C.17 Principles of risk and insurance
0
cards
C.18 Analysis and evaluation of risk exposures
0
cards
C.19 Health insurance and health care cost management (individual and group)
0
cards
C.20 Disability income insurance (individual and group)
0
cards
C.21 Long-term care insurance and long-term case planning (individual and group)
0
cards
C.22 Qualified and Non-Qualified Annuities
0
cards
C.23 Life insurance (individual and group)
0
cards
C.24 Business owner insurance solutions
0
cards
C.25 Insurance needs analysis
0
cards
C.26 Insurance policy and company selection
0
cards
D.27 Characteristics, uses and taxation of investment vehicles
0
cards
D.28 Types of investment risk
0
cards
D.29 Market cycles
0
cards
D.30 Quantitative investment concepts and measures of investment returns
0
cards
D.31 Asset allocation and portfolio diversification
0
cards
D.32 Bond and stock valuation concepts
0
cards
D.33 Portfolio development and analysis
0
cards
D.34 Investment strategies
0
cards
D.35 Alternative investments and liquidity risk
0
cards
E.36 Fundamental and current tax law
0
cards
E.37 Income tax fundamentals and calculations
0
cards
E.38 Characteristics and income taxation of business entities
0
cards
E.39 Income taxation of trusts and estates
0
cards
E.40 Tax reduction/management techniques
0
cards
E.41 Tax consequences of property transactions
0
cards
E.42 Tax implications of special circumstances
0
cards
E.43 Charitable/philanthropic contributions and deductions
0
cards
F.44 Retirement needs analysis
0
cards
F.45 Social Security and Medicare planning
0
cards
F.46 Eldercare and special needs planning
0
cards
F.47 Types of retirement plans
0
cards
F.48 Qualified plan rules and options
0
cards
F.49 Non-qualified plan rules and options
0
cards
F.50 Key factors affecting plan selection for businesses
0
cards
F.51 Distribution rules and taxation
0
cards
F.52 Retirement income and distribution strategies
0
cards
F.53 Business succession planning
0
cards
G.54 Property titling and beneficiary designations
A legal principle determining the...,
A secondary probate process condu...,
A form of ownership between marri...
18
cards
G.55 Strategies to transfer property
A reduction in the amount of a be...,
A person appointed by the court t...,
A probate proceeding conducted in...
17
cards
G.56 Estate and Incapacity Planning Documents
A person appointed by the court t...,
A legal document in which a perso...,
A probate proceeding conducted in...
39
cards
G.57 Gift, estate, and GST tax compliance and calculation
Learners will better understand the terms and phrases associated with gift, estate, and GST tax compliance and calculations.
0
cards
G.58 Sources for estate liquidity
0
cards
G.59 Types, features, and taxation of trusts
0
cards
G.60 Marital deduction
0
cards
G.61 Intra-family and other business transfer techniques
0
cards
G.62 Postmortem estate planning techniques
0
cards
G.63 Planning for divorce, unmarried couples and other special circumstances
0
cards
G.64 Planning for special needs and circumstances
0
cards
H.65 Client and planner attitudes, values, biases
0
cards
H.66 Behavioral finance
0
cards
H.67 Sources of money conflict
0
cards
H.68 Principles of counseling
0
cards
H.69 General principles of effective communication
0
cards
H.70 Crisis events with severe consequences
0
cards
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Certified Financial Planner CFP®Terms
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