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CFP Canada Exam Study 2024 Needs Updating

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

By: B B
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Decks in this class (13)

Fundamentals of Financial Planning
How to advertise as a cfp 1,
Llp repayment details 2,
What is the gdsr formula definiti...
12  cards
Standards of Practice
Identify the 8 principles in the ...,
Describe each of the 8 principles...,
37 rules of conduct what are the ...
15  cards
Retirement Planning
Unvested dc plan monies returned 1,
Rrsp earned income 2,
Rrsp limit 3
90  cards
Insurance Planning
What type of annuity will be best...,
What are things to consider in a ...,
What is the taxable policy gain f...
46  cards
Estate Planning
Poa 1,
Poa an instructive directive does...,
List 3 ways to distribute an esta...
82  cards
Tax Planning
Tax free income paid to a canadia...,
Describe a general partnership 2,
What is the test to tell whether ...
96  cards
Education and Investment Planning
What are the additional cesg tiers 1,
What is the lifetime max resp 2,
What is the max cesg contribution...
50  cards
Financial Math
What is the formula for the nomin...,
What is the formula for the nomin...,
What is the formula for the after...
69  cards
Investment Planning
Creditor protection of seg funds 1,
The reason for issuing convertibl...,
Interest rates and yields 3
10  cards
Biases & Heuristics
What are heuristics 1,
What is confirmation bias 2,
What is the primacy recency bias 3
40  cards
Budget and Cashflow
How do you find what payment you ...,
What kind of a lease do you have ...,
What kind of a lease has lower pa...
26  cards
Exam Tips
What 3 things should you not do w...,
When it comes to knowledge vs com...,
A few things to look for to self ...
6  cards
Ethics, Financial Math and Investments
Areas of financial planning 1,
Financial management 2,
Investment planning 3
72  cards

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CFP Canada Exam Study 2024 Needs Updating

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