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

Decks in this class (12)

HIGH 5 General Principles of Financial Planning
Lifetime learning credit,
If multiple kids which combo prov...,
Education tax credits deductions1...
32  cards
High 5 Investment Planning 17% (29 Questions)
Covariance between two sample assets,
Correlation coefficient,
Coefficient of determination r r ...
24  cards
High 5 Tax Planning
Flow of the 1040,
Gross income,
Qual dividendsare taxed at the ra...
37  cards
Risk Management & Insurance Planning 11%
Peril,
Hazard,
Loss
89  cards
CFP Code of Ethics
Cfp code of ethics 6 steps,
Cfp standards of conduct,
Cfp standards of conduct duties o...
17  cards
Professional Conduct & Regulation 8%
Which of the following are applic...,
Snowball debt management jennifer...,
Luanne is a cfp professional in a...
46  cards
General Principles of Financial Planning 15%
Monetary policy,
Fiscal policy government,
Real rate of return the price of ...
82  cards
Psychology of Financial Planning 7%
Strategic management approach,
Cognitive behavioral approach,
Classical economics approach
11  cards
Investment Planning 17% (29 Questions)
Purchasing power risk systematic ...,
Reinvestment risk,
Interest rate risk
96  cards
Tax Planning 14% (24 Questions)
Interest on below market loans,
Prize awards,
Unemployment compensation
32  cards
Retirement Saving & Income Planning 18% (31 Questions)
Qualified plan coverage rules,
Qualified plans ratio test exampl...,
Highly compensated employee hces
37  cards
Estate Planning 10% (17 Questions)
Will,
3 intestacy,
Types of wills
60  cards

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CFP Prep Exam

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