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Ben Gurley
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Decks in this class (10)
General Financial Planning Principles, Conduct and Regulations
Financial planning subject matter...,
Is a clients expectations about f...,
The following are not areas of fi...
68
cards
High 5 - General Financial Planning
Groove stands for,
The goal or objective of the ques...,
At the heart of every question is...
36
cards
General Review
If your spouse is not a us citize...,
Nonqualified plans have lower ___...,
How can passive activity losses f...
5
cards
Tax
Gross income is all _____________...,
Is gross income only cash,
Business purpose doctrine is
343
cards
Estate Planning
Requirements for a valid will,
General provisions of a will are,
Can a living will assign poa or a...
95
cards
Investment Planning
Eurodollars are ____ denominated ...,
Conversion ratio for convertible ...,
Preemptive stockholder rights mea...
62
cards
Retirement Savings and Income Planning
The difference between the capita...,
Erisa intended to protect ______ ...,
Qualified plans must meet erisa r...
38
cards
Risk Management, Insurance, and Employee Benefits
Peril is the cause of a ______,
Hazard is a condition that _____,
Static risks are losses that are ...
57
cards
General Review - Questions
Under the double basis rule no __...,
Are proceeds from an installment ...,
Social security benefits may be r...
379
cards
General Review - Questions v2
Does a power of attorney survive ...,
Is a former spouse considered a s...,
Will qtip or reverse qtip trust a...
99
cards
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2018 CFP
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