This class was created by Brainscape user Brooke bodner. Visit their profile to learn more about the creator.
By:
Brooke bodner
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Decks in this class (21)
FUND CH1 Intro to FP
The financial planning process,
Contents of the financial plan,
Establishing and defining the cli...
12
cards
TAX CH6 Deductions
Classification of deductible expe...,
Archer msa,
Health savings accounts hsa
10
cards
TAX CH7 Itemized Deductions
Medical expenses,
Interest expense,
Deductible taxes
6
cards
TAX CH8 penalties Loss Allowances
Common limitations,
Public policy limitations,
Political contributions
14
cards
RETIREMENT
Intro,
2 funding,
Qualified plan overview
14
cards
TAX CH3 Fundamentals Of Income Taxation
Formula
1
cards
FUND CH2 Interpersonal Communication & Behavioral Finance
3 schools of counseling,
Developmental school of thought 2...,
Humanistic school of thought 4 th...
23
cards
FUND CH3 Financial Planning Approaches: Analysis and Recommendations
What 6 pieces of information does...,
What are 3 advantages of the pie ...,
What 4 types of ratios does the f...
24
cards
FUND CH4 Personal Financial Statements: Preparation and Analysis
What 3 things does a balance shee...,
What is statement of income and e...,
What is statement of net worth an...
19
cards
FUND CH7 Time Value of Money
Time value of money,
Annuities,
Ordinary annuity
25
cards
FUND CH8 Education and Funding
Planners should be able to answer...,
Financial aid is administered by,
Approximately what percent of all...
37
cards
FUND CH15 Economics and the External Environment
Factors that impact elasticity,
Supply,
Supply curve up and to the left
47
cards
FUND CH16 Ethics
Certified financial planner board...,
Certified financial planner board...,
Cfp licensee duties and responsib...
30
cards
INSURANCE CH2 Characteristics
0
cards
INSURANCE CH3 Health
Patient protection affordable car...,
Group health insurance,
Deductible
4
cards
ISURANCE CH4 Life
0
cards
INSURANCE CH5 Disability
0
cards
INSURANCE CH6 LTC
0
cards
INSURANCE CH7 Annuities
0
cards
INSURANCE CH8 Property & Liability
0
cards
TAX from excel
1
cards
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