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Shekar Supanekar
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Decks in this class (35)
Lesson 1 of Investment Planning: Fundamentals of Investments
Forms of underwriting,
Best efforts,
Firm commitment
117
cards
Lesson 2 of Investment Planning: Portfolio Theory
Standard deviation,
Sd to calculate a probability of ...,
Exam tip
101
cards
Lesson 3 of Investment Planning: Measuring Return
Holding period return formula not...,
Holdingholding period return,
Holding period return calculation...
46
cards
Lesson 4 of Investments: Stock Evaluation and Ratio Analysis
Dividend discount model,
Dividend discount model formula f...,
If d1 is not given
57
cards
Lesson 5 of Investments: Bonds
Us treasury securities,
Nonmarketable us treasury issues,
Series ee series e bonds
53
cards
Lesson 6 of Investments: Bond Valuation
Bond valuation and pricing,
Coupon rate,
Par value
73
cards
Lesson 7 of Investments: Investment Companies
Types of investment companies,
Closed end,
Open end
36
cards
Lesson 8 of Investment Planning: Derivatives
Options,
Call options,
Put option
51
cards
Lesson 9 of Investment Planning: Time Value of Money
What is a annuity due,
What is an ordinary annuity,
When to accept a project or rejec...
7
cards
Lesson 1 of Fundamentals: Ethics, Law and Code of Ethics
Code of ethics,
Standard of conducts,
Fiduciary duty
88
cards
Lesson 2 of Fundamentals: Registered Investment Advisors
1 if an advisor has assets 110m u...,
The sec precludes an advisor from...,
Can advisory contracts be assigne...
20
cards
Lesson 3 of Fundamentals: Elements of Financial Planning And Behavioral Considerations
Introduction to financial planning,
Environmental factors,
What to know about external factors
36
cards
Lesson 4 of Fundamentals: Economic Business Cycle, Consumer Protection
Interest rates impact on investme...,
Taxes impact of redistribution of...,
Inflation impact on the cost of g...
106
cards
Lesson 5 of Fundamentals: Internal Analysis
Internal environment,
The focus is on the client s,
Internal data
34
cards
Lesson 6 of Fundamentals: Financial Statements and Analysis
Personal financial statements,
Financial statements include,
Balance sheet
59
cards
Lesson 7 of Fundamentals: Education Planning
Expenses to consider for educatio...,
Financial aid,
Fafsa
67
cards
Lesson 1 of Insurance: Principles of Insurance
Insurance,
Types of risk,
Pure risk
111
cards
Lesson 2 of Insurance: Life, Health, and Disability Insurance
Why purchase life insurance,
The cost of insuranceage or morta...,
Approaches to providing adequate ...
206
cards
Lesson 3 of Insurance: Property and Liability Insurance
Property insurance,
Liability insurance,
Homeowners and automobile insurance
76
cards
Lesson 4 of Insurance: Social Security
Social security,
Taxes on social security,
Practice question paul earns 180 ...
36
cards
Lesson 1 of Income Tax Planning: Property Taxation
Categorizing assets for income ta...,
Capital assets,
What are capital assets
146
cards
Lesson 2 of Income Tax Planning: Basic Income Tax
Introduction to individual income...,
What is the basic tax formula,
Accounting periods and methods
272
cards
Lesson 3 of Income Tax Planning: Administrative
Sources of tax law,
Statutory sources,
Administrative sources
44
cards
Lesson 4 of Income Tax Planning: Depreciation, Amortization, and Depletion
Introduction to cost recovery sub...,
Cost of business or income produc...,
What is depreciation
66
cards
Lesson 5 of Income Tax Planning: Entities
Background of introduction,
One of the most important decisio...,
Most common forms of business ent...
138
cards
Lesson 1 of Retirement Planning: Introduction to Qualified Plan
Qualified plan overview,
Introduction,
Different plans chart
123
cards
Lesson 2 of Retirement Planning: Pension Plans and Profit Sharing Plans
What amounts for pension plans pb...,
Pensions plans,
Background of pension plans
175
cards
Lesson 3 of Retirement Planning: Administration of Qualified Plans
Distributions from qualified plans,
Distributions options,
Pension plans
122
cards
Lesson 4 of Retirement Planning: Other Tax-Advantaged Plans
Iras and seps,
Important numbers 2023,
Chart compares the characterisitc...
147
cards
Lesson 5 of Retirement Benefits: Deferred Compensation and Employee Benefits
Deferred compensation and nonqual...,
Deferred compensation and nonqual...,
Deferred compensation and nonqual...
134
cards
Lesson 6 of Retirement Planning: Alternative Retirement Definitions
Traditional retirement,
Alternative retirement,
Alternative retirement fire finan...
6
cards
Lesson 1 of Estate Planning: Fundamentals of Estate Planning
Introduction to estate planning,
Goals and objectives goals of est...,
Goals and objectives common goals...
83
cards
Lesson 2 of Estate Planning: Gift and Estate Taxes
Gift tax,
Gift tax table showing tax rate s...,
Gift tax table showing years 2009...
90
cards
Lesson 3 of Estate Planning: Transfers Outright & In Trust
Lifetime transfers,
Arms s length transactions,
Arms s length transactions sale
145
cards
Lesson 4 of Estate Planning: Advanced Estate Planning
The unlimited marital deduction t...,
The unlimited marital deduction r...,
Exam question requirements of the...
102
cards
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