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CFP Advanced Curriculum & PEP

This class was created by Brainscape user Mackenzie Stuart. Visit their profile to learn more about the creator.

By: Mackenzie Stuart
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Decks in this class (7)

Chapter 1: Corporate Taxation and Structures
What is meant by a flow through n...,
Where does the opportunity arise ...,
What are the limitations associat...
85  cards
Chapter 2: Financial Planning for Business Owners
What is a capital gains rollover,
What is the purpose of the capita...,
What are the tax consequences of ...
88  cards
Chapter 3: Retirement Planning for Business Owners
What comprises earned income for ...,
What is the limit for accrued ben...,
How do you calculate the maximum ...
62  cards
Chapter 4: Risk Management and Insurance
When purchasing insurance on the ...,
What are 3 groups that can offer ...,
How are premiums for cii as part ...
121  cards
Professional Education Program
What are the 2 possible issues th...,
What is choice architecture,
What is post completion error in ...
13  cards
Chapter 5: Family Law and Financial Planning
How does family law differ from c...,
Which areas are dealt with under ...,
What are the two domestic arrange...
69  cards
Chapter 6: Estate Planning
What are the 5 types of gifts tha...,
What are the 2 gift over provisions,
What is the term for when a gift ...
137  cards

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CFP Advanced Curriculum & PEP

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