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CFP® flashcards

Patrick CFP

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

By: Patrick McDonnal
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Decks in this class (15)

Formulas and Ratios
V d1 r g,
R d1 p g,
Covij pij oi oj
41  cards
The Business Cycle
Activity rebounds,
Gdp is rebounding,
Credit
22  cards
Tax Flow Identification
Municipal bond interest,
Accident and health plans employe...,
Fringe benefits
56  cards
Retirement Plan Identification
Annual additions limit inclusions,
The types of profit sharing plans,
The types of dc pensions
63  cards
Property Titling Ownership, Probate, and Wills
Avd exceptions
2  cards
Trusts
Trusts that are required to distr...,
Trusts that are not required to m...,
Which type of trust may have a ch...
26  cards
IRA (Based) and Rollovers
0  cards
Ethics
When is fiduciary duty required,
Components of fiduciary duty,
Components of duty of loyalty
32  cards
Qualitative and Quantitative Information
Client s health,
Client s age,
Life expectancy
31  cards
Insurance
Identify the last month rule,
Describe the penalty for non qual...,
When you can no longer contribute...
49  cards
Investments
Systematic risks,
Higher risk investments,
Factors that influence an investo...
30  cards
Laws
Fdic insurance,
Purpose of chapter 7 bankruptcy,
Purpose of chapter 13 bankruptcy
54  cards
Annuities
Identify the ways that you can pu...,
Identify your payment options for...,
Identify how the funds in an annu...
11  cards
More Tax
Section 267 related persons,
At risk rule,
Passive loss treatment
14  cards
Business Stuff
Personal balance sheet items are ...,
Corporate balance sheet items are...,
Order of assets list on balance s...
20  cards

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Patrick CFP

  • Class purpose General learning

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CFP®
  • 70 decks
  • 1,348 flashcards
  • 333 learners
Decks: A1 Cfp Board S Code Of Ethics And Standa, A2 Cfp Board S Procedural Rules, A3 Function Purpose And General Structur, And more!
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