This class was created by Brainscape user Naomi Roy. Visit their profile to learn more about the creator.
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Naomi Roy
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Decks in this class (6)
General Principles
Steps in the financial planning p...,
Code of ethics,
Fiduciary standard
69
cards
Insurance
Risk,
Peril,
Hazard
102
cards
Investments
Unsystematic risks,
Systematic risks,
Brokered cds risk
94
cards
Tax
What is the primary source for al...,
What are treasury regulations,
Revenue rulings and revenue proce...
100
cards
Retirement
Are money purchase plans dc or db...,
Are cash balance pension plans dc...,
Are 457 plans qualified or nonqua...
85
cards
Estate
Best donee for highly appreciated...,
Best donee for property likely to...,
Best donee for income producing p...
91
cards
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CFP
- Class purpose General learning
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