This class was created by Brainscape user Nathan Weddle. Visit their profile to learn more about the creator.
By:
Nathan Weddle
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Decks in this class (13)
General Principles
Quantitative vs qualitative,
What are the domains,
Principles of fin planner respons...
64
cards
Retirement Planning
Basic concept of ss,
Types of retirement plans no vest...,
Social security fully insured wor...
75
cards
Insurance
Law of large numbers,
Principles of risk and insurance ...,
Adverse selection
81
cards
Income Tax
Step transaction,
Sources of federal tax law authority,
Sham transaction
67
cards
Missed Questions
Mr and mrs able want to set up a ...,
In regards to the cfp r marks whi...,
Bonnie will have to make payments...
299
cards
Coaching Key Concepts
Ee bonds,
Coverdell esa account,
Utma ugma
8
cards
CFP website key content
Key content
1
cards
2013 numbers
Individual exemption phase out at...,
Top tax bracket for cap gain,
Annual exclusion amount
7
cards
Shortcut
Amt shortcut amt compared to regu...,
Alimony shortcut,
How much self employment pay
14
cards
Estate Planning
Non community property interest,
Qtip only if all tq will give you...,
Joint tenancy with right of survi...
65
cards
Math
3 step education planning child i...,
Geometric mean,
Lottery winner 10 million payout ...
18
cards
Scanned Flow Chart
Education funding
1
cards
Investment Planning
Revocable trust iras and other re...,
Certificate of deposit cd individ...,
Components of individual bond
67
cards
More about
CFP
- Class purpose General learning
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