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peter mayer
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Decks in this class (16)
Estate Planning
Bargain sale,
Gift lease back,
Net gift technique
102
cards
Tax
Can pass losses through to owners,
Child support alimony,
Qbi
61
cards
Insurance
Fsa salary reductions,
Gain at surrender,
Declarations page
73
cards
Retirement
Non governmental 457,
Secular trust,
Rabbi trust
101
cards
Calculations
Retirement planning,
If a client can earn 9 after tax ...,
A client wants to receive the equ...
4
cards
General Principles
Elasticity,
If the maximum loan to value rati...,
Periods of increasing employment ...
49
cards
Code of Ethics and Standards of Conduct
Code of conduct,
If cfp board counsel finds probab...,
A respondent must deliver a writt...
19
cards
Investments Formulas
Sharpe ratio,
Beta,
Covariance
32
cards
Even Harder Level Subjects
Form 1040 flowchart,
Gross income inclusions 11,
Adjustments for agi 8
42
cards
Investments Danko
Unsystematic risk,
Systematic risk,
Types of systematic risk
73
cards
Insurance COPY
What is risk,
What is peril,
What is a hazard
49
cards
Retirement COPY
Basic concepts of social security,
Social security reduction of bene...,
Social security taxation
40
cards
Estate
Non community property interest,
Joint tenancy with rights of surv...,
Tenancy by the entirety
30
cards
Behavioral Finance
Mental accounting,
Self attribution bias,
Anchoring
43
cards
Investments
Bonds with greatest interest rate...,
Investor that benefits most from ...,
A yield curve can be described as
20
cards
College Funding
Pell grants,
Federal supplemental educational ...,
Direct subsidized loans
12
cards
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CFP
- Class purpose General learning
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