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Marques Young
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Decks in this class (21)
Fundamentals & Insurance - Ethics, Law & Code of Ethics
What is the cfp code of ethics,
What is fiduciary duty,
What are the duties owed to clients
18
cards
Fundamentals & Insurance - RIAs, Elements of Financial Planning _ Behavioral Considerations _ Economic Business Cycle & Consumer Protection
Registered investment advisors,
Registered investment advisor adv...,
Exceptions to sec registration
31
cards
Fundamentals & Insurance - Financial Statements & Analysis _ Education Planning _ Principles of Insurance
Liquidity ratios,
Debt ratios,
Adjustable rate mortgage
22
cards
Life, Health & Disability Insurance
What are the five life insurance ...,
What are the life insurance non f...,
What is the difference between un...
27
cards
Personal Property & Liability Insurance _ Social Security
What are the 3 basic forms of cov...,
What is coverage under basic home...,
What is coverage
41
cards
Fundamentals of Investments _ Portfolio Theory
How do you determine an investor ...,
What formula is used to determine...,
How do you determine the equity a...
46
cards
Measuring Return
What is the holding period return,
What does the effective annual ra...,
What does the arithmetic average ...
12
cards
Stock Valuation and Ratio Analysis _ Bonds _ Bond Valuation
How do you use the constant growt...,
How do you determine if a stock i...,
What are the relationships betwee...
35
cards
Investment Companies _ Derivatives
What are the three types of inves...,
How is intrinsic value calculated...,
What is in the money at the money...
15
cards
Property Taxation
What is and is not a capital asset,
Section 1221 a of the irc defines...,
What are section 1231 assets
33
cards
Basic Income Tax
What is the basic tax formula,
What is the constructive receipt ...,
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53
cards
Income Tax - Administrative _ Depreciation, Amortization and Depletion _ Entities
What are the sources of tax law,
What are administrative source re...,
What are revenue rulings
55
cards
Retirement Planning _ Introduction to Qualified Plans
What are the types of pension pla...,
What are the differences between ...,
What are the characteristics of d...
18
cards
Retirement Planning _ Pension Plans & Profit Sharing Plans
What are the 4 types of pension p...,
What is the common pension plan b...,
What are dc plan restrictions or ...
22
cards
Retirement Planning _ Administration of Qualified Plans
What is net unrealized appreciati...,
What are the 10 exceptions to the...,
How can iras avoid the 10 early w...
18
cards
Retirement Planning _ Other Tax Advantaged Plans
What is considered earned income,
What is considered unearned income,
What are the ira deductibility ph...
14
cards
Retirement Planning _ Deferred Compensation and Employee Benefits
What types of events are consider...,
What is not considered constructi...,
What is the economic benefit doct...
23
cards
Estate Planning _ Fundamentals of Estate Planning
Effective vs efficient transfer,
Heir vs legatee,
7 basic steps of the estate plann...
16
cards
Estate Planning _ Gift and Estate Taxes
What types of items are included ...,
What types of property are consid...,
What are deductions from the gros...
20
cards
Estate Planning _ Transfer Outright and In Trust
Arm s length transaction,
Bargain sale,
Sales gift and leaseback
19
cards
Estate Planning _ Advanced Estate Planning
Exceptions to the unlimited marit...,
Qualified domestic trust qdot,
What is an overqualified unlimite...
23
cards
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CFP Exam Prep
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