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My CFP Cards

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

By: Michelle Smith
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Decks in this class (7)

CFP - General Principles
1 fiscal policy 2 monetary policy 1,
Annie washington wants to accumul...,
How long would it take for 6 000 ...
20  cards
CFP - Investments
What is the formula for current y...,
What is the formula for a propert...,
What is the formula for the intri...
40  cards
CFP - Tax
Roadmap publicly and non publicly...,
Roadmap business losses 2,
Roadmap taxation of businesses 3
24  cards
CFP - Retirement
Roadmap withdrawal of converted r...,
Roadmap withdrawal of earnings fr...,
Roadmap rmd 3
4  cards
CFP - Insurance
Viatical and life settlements 1,
Settlement options nonforfeiture ...,
Property loss calculation 3
5  cards
CFP - Estate
Roadmap post mortem planning 1,
Roadmap intrafamily transfers 2,
Roadmap charitable transfers 3
9  cards

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My CFP Cards

  • Class purpose General learning

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