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CFP® flashcards

2024 November CFP Exam

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

By: Payton Workman
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Decks in this class (6)

Investment Planning 17%
Dividend discount model definition,
Dividend discount model on formul...,
Calculate next period s dividend ...
48  cards
Tax Planning 14%
Cash basis taxpayer,
Exclusions from income,
Deductions from gross income to g...
36  cards
Retirement Planning 18%
Payroll taxes,
Qualified plans erisa protection,
What defines a highly compensated...
42  cards
Estate Planning 10%
Gifts made within 3 years of deat...,
Dower and curtesy interest irc se...,
Transfers with a retained life es...
82  cards
Insurance Planning 11%
Pure risk,
Speculation risk,
Fundamental risk
70  cards
Investments - GRIND
Maintenance margin,
Value line,
Morning star
16  cards

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2024 November CFP Exam

  • Class purpose General learning

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