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CFP Personal Flashcards

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

By: Maria Geerdes
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Decks in this class (9)

Behavioral Finance
4 money scrips 1,
Money avoidance 2,
Money worship 3
5  cards
General Principals
What are the 4 beta fish 1,
Fiscal policy is set by who 2,
Fiscal policy does what 3
47  cards
CFP Codes And Standards
Code of conduct 1,
Standards of conduct 2,
Standard of conduct 3
16  cards
Insurance
What is a risk 1,
What is a peril 2,
What is a hazard 3
73  cards
Investments
A diversified portfolio retains w...,
Write the bond ladder 2,
Taxation of tips 3
83  cards
Formulas To Memorize
Current yield 1,
Property s intrinsic value 2,
Intrinsic value of a call 3
13  cards
Income Tax
Tax law doctrines step vs sham vs...,
What is classified as a hobby vs ...,
Est taxes are due on what filing ...
67  cards
Retirement
Ss a fully insured worker needs h...,
Ss a currently insured worker nee...,
Employment categories not covered...
71  cards
Estate
What does it mean when someone di...,
What does ancillary probate mean 2,
What does elective share mean 3
70  cards

More about
CFP Personal Flashcards

  • Class purpose General learning

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