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CFP Prep Exam

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

By: William Graham
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Decks in this class (12)

HIGH 5 General Principles of Financial Planning
Education tax credits deductions 1,
If multiple kids which combo prov...,
Education tax credits deductions 3
32  cards
High 5 Investment Planning 17% (29 Questions)
Covariance between two sample ass...,
Correlation coefficient r or p 2,
Coefficient of determination r 3
24  cards
High 5 Tax Planning
Flow of the 1040 1,
Gross income 2,
Qualified dividends are taxed at ...
37  cards
Risk Management & Insurance Planning 11%
Peril 1,
Hazard 2,
Loss 3
89  cards
CFP Code of Ethics
Cfp code of ethics 6 steps 1,
Cfp standards of conduct 2,
Cfp standards of conduct 3
17  cards
Professional Conduct & Regulation 8%
Which of the following are applic...,
Snowball debt management 2,
Luanne is a cfp professional in a...
46  cards
General Principles of Financial Planning 15%
Monetary policy federal reserve 1,
Fiscal policy government 2,
Real rate of return the price of ...
82  cards
Psychology of Financial Planning 7%
Strategic management approach 1,
Cognitive behavioral approach 2,
Classical economics approach 3
11  cards
Investment Planning 17% (29 Questions)
Purchasing power risk inflation r...,
Reinvestment risk systematic risk 2,
Interest rate risk systematic risk 3
96  cards
Tax Planning 14% (24 Questions)
Imputed interest on below market ...,
Prize awards 2,
Unemployment compensation 3
32  cards
Retirement Saving & Income Planning 18% (31 Questions)
Qualified plan coverage rules 1,
Qualified plans ratio test example 1,
Highly compensated employee hces 2
37  cards
Estate Planning 10% (17 Questions)
Will rules to create a will 1 mus...,
Intestacy to die w o a will 2,
Types of wills holographic handwr...
60  cards

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CFP Prep Exam

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