This class was created by Brainscape user Doug Finley. Visit their profile to learn more about the creator.
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Doug Finley
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Decks in this class (11)
CFP - 2.1 Insurance
Collateral assignement,
Basis of contract equals,
What type of whole life policy pr...
226
cards
CFP - 2.2 Insurance
Is the granting of stock options ...,
What are the two types of stock o...,
Nqsos can be granted to which of ...
210
cards
CFP - 2.3 Insurance
What are the 8 general exclusions...,
What is the only type of water da...,
What are the 12 basic named peril...
68
cards
CFP - 3 Investments
What are the possible maturities ...,
How often are t bills auctioned,
T bill increments and minimum pur...
191
cards
CFP - 4.1 Tax
What is the taxable income formula,
What is the business purpose doct...,
What are tax law doctrines
219
cards
CFP - 4.2 Tax
What is the deductible amount equ...,
What is the deductible amount equ...,
What is the deductible amount equ...
169
cards
CFP - 5 Retirement Planning
What are the 3 retirement needs m...,
What is the most common retiremen...,
Does pure annuity model use a pre...
140
cards
CFP - 5.2 Retirement SS
What is the total fica tax amount,
Breakdown the fica taxes,
Fully insured ss coverage consist...
29
cards
CFP - 6.1 Estate Planning
What is it called to die without ...,
What is intestate,
What happens to property if the d...
207
cards
CFP - 6.2 Estate Planning
What does the grantor retain in a...,
Can a qprt have an interest in mu...,
What is the value of a residence ...
95
cards
CFP - Final Push
Who establishes and maintains mar...,
Are retirement accounts of parent...,
Are retirement accounts of studen...
52
cards
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CFP - Finley
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