This class was created by Brainscape user Dan Cook. Visit their profile to learn more about the creator.
By:
Dan Cook
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Decks in this class (6)
General Principals/Conduct/ Psychology
What is the golden benchmark perc...,
What is called when people seek p...,
What 3 things does fiscal policy ...
190
cards
Risk management/ insurance planning
What is the method to completely ...,
What are the 3 advantages and 2 d...,
What is the formula to find numbe...
138
cards
Investment Planning
What is the formula for modified ...,
What is the relationship between ...,
What is the linear estimate that ...
168
cards
Tax Planning
What 4 things are not classified ...,
What is the default irs method fo...,
What are the 3 methods for determ...
245
cards
Retirement Savings/ Income planning
What are the 2 rollover methods f...,
What are the 2 rollover methods f...,
What are the 3 types of inherited...
174
cards
Estate Planning
What is an irrevocable trust in w...,
What are 2 ways gift tax exposure...,
What are 3 advantages and 6 disad...
214
cards
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CFP Study
- Class purpose General learning
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