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CFP - Review Cards

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

By: Kristen Ahlenius
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Decks in this class (17)

Insurance
Elements of an insurable risk,
What type of company is most like...,
Risk avoidance
91  cards
General Principles
Heuristic,
Quantative data vs qualitative data,
What should you do if a client wa...
30  cards
Income Tax
Minimum tax payment chapter 1,
What can be cited as precedent be...,
Setp transaction
147  cards
Retirement
Needs analysis retirement steps,
What should a planner do to compe...
125  cards
Investments
Are cds marketable,
Are cds negotiable,
What kind of risk do cds carry
138  cards
Miscellaneous Reading "Misses"
What type of risks do cds carry,
Commercial paper,
Discount bond
28  cards
Live Review Cards
Tax equivalent yield,
Bond duration,
Lower coupon what duration
194  cards
Estate Planning
Testator,
Testamentary trusts and probate,
Assets included in the probate es...
65  cards
Quiz Misses
Hone in on the questions missed in the quizzes and final exams.
60  cards
Final Pass Through of the PreStudy
An individual is required to file...,
Taxation of punitive damages and ...,
Taxation of scholarship
36  cards
Question Bank Misses
From the final 6 quiz blocks
110  cards
Retirement Live Review
Social security coverage exceptions,
Taxation of social security benefits,
Section 415
38  cards
Investments Live Review
A final pass of the investments live review section
57  cards
Insurance Live Review
Risk vs peril vs hazard,
Characteristics of insurable risk,
Principle of indemnity
48  cards
Income Tax Live Review
Can be cited as precedent,
Primary source of all tax law,
Dates for paying estimated taxes
63  cards
Estates Live Review
Community property basic defintion,
Community property survivorship r...,
Name the two most common non comm...
79  cards
Mini Cases Missed Questions
0  cards

More about
CFP - Review Cards

  • Class purpose General learning

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