This class was created by Brainscape user Nipa Patel. Visit their profile to learn more about the creator.
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Nipa Patel
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Decks in this class (9)
Conduct
Determination of financial advice,
Conduct unacceptable permanently ...,
Conduct presumptive bar
34
cards
Investment Mgt
Options buyers rights,
Options seller s obligations,
Yield curve
38
cards
General
Who issues new issues to the public,
What are the two financial markets,
Money markets
42
cards
Estate Planning
Duration movement whip,
Grantor trust rights and taxation,
Grat
22
cards
Tax Planning
When is 1041 filed,
Property not classified as cap as...,
Net capital gains
25
cards
Retirement Planning
Methods of rollover from ira and ...,
Traditional rollover,
Direct transfer rollover
31
cards
Psychology
Overconfience,
Illusion of control,
Persuasion bias
21
cards
Risk Management
Buy sell cross purchase,
Buy sell cross pros and cons,
Buy sell entity purchase agreements
15
cards
Formulas
Real rate of return,
Arithmetic average,
Standard deviation
4
cards
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CFP Prep - Nipa
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