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CFP® flashcards

1. CFP Exam (updating w/ 2017 numbers from CFFP)

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

By: Daniel Cutter
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Decks in this class (17)

General Financial Planning Principles (17%)
Principles of the cfp board code ...,
Practice standard 100,
Practice standard 200 1
41  cards
Terms
Definitions of disability,
Types of agency authority,
What is subrogation
76  cards
Concepts
Hedging strategies straddles and ...,
Duration principles to remember,
Zero coupon bonds
120  cards
Professional Conduct & Regs (7%)
6 steps in the financial planning...,
Cfp board code of ethics and prof...,
Rules of conduct
15  cards
Risk Management & Insurance Planning (12%)
What is a risk,
What is a peril,
What is a hazard
105  cards
Investment Planning (17%)
Unsystematic risk,
Systematic risk,
Types of systematic risk
132  cards
Income Tax Planning (12%)
What are the buisness entity types,
What are flow through entities an...,
What are the advanges of flow thr...
117  cards
Retirement Savings & Income Planning (17%)
Basic concepts of social security,
Social security reduction of bene...,
Social security taxation
107  cards
Estate Planning (12%)
What is fee simple ownership,
What is a totten trust,
What happends to property acquire...
77  cards
Education Planning (6%)
Trusts for education,
Coverdell education savings account,
What are the differences between ...
10  cards
Formulas to Memorize
Coefficient of variance,
Correlation coefficient r,
Valuation of real estate
25  cards
Case Study
How to calculate emergency,
How to calculate probate estate a...
2  cards
Calculator Keystrokes
How to do weighted average on the...,
What is shift 6,
What is shift 7
9  cards
Estate Planning Rules
Can a cfp certificant borrow or l...,
Blockage discount,
Lack of marketability valuation d...
25  cards
Test Q's
Ltd inc a candy manufacturer is c...,
The cfp board code of ethics proh...,
Carrie johnson purchased an adr o...
44  cards
Income Tax Rules
What are the rules for dividends ...,
What type of entity does a person...,
What are the passive loss general...
21  cards
Retirement Rules
Safe harbornondiscrimination,
Safe harbormatch vesting,
Stock bonus esop qualified plan
64  cards

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1. CFP Exam (updating w/ 2017 numbers from CFFP)

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