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peter mayer
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Decks in this class (16)
Estate Planning
Bargain sale 1,
Gift lease back 2,
Net gift technique 3
102
cards
Tax
Can pass losses through to owners 1,
Child support alimony 2,
Qbi 3
61
cards
Insurance
Fsa salary reductions 1,
Gain at surrender 2,
Declarations page 3
73
cards
Retirement
Non governmental 457 1,
Secular trust 2,
Rabbi trust 3
101
cards
Calculations
Retirement planning 1,
If a client can earn 9 after tax ...,
A client wants to receive the equ...
4
cards
General Principles
Elasticity 1,
If the maximum loan to value rati...,
Periods of increasing employment ...
49
cards
Code of Ethics and Standards of Conduct
Code of conduct 1,
If cfp board counsel finds probab...,
A respondent must deliver a writt...
19
cards
Investments Formulas
Sharpe ratio 1,
Beta 2,
Covariance 3
32
cards
Even Harder Level Subjects
Form 1040 flowchart 1,
Gross income inclusions 11 2,
Adjustments for agi 8 3
42
cards
Investments Danko
What is unsystematic risk 1,
What is systematic risk 2,
What are the types of systematic ...
73
cards
Insurance COPY
What is risk 1,
What is peril 2,
What is a hazard 3
49
cards
Retirement COPY
Basic concepts of social security 1,
Social security 2,
Social security 3
40
cards
Estate
Non community property interest 1,
Joint tenancy with rights of surv...,
Tenancy by the entirety 3
30
cards
Behavioral Finance
Mental accounting 1,
Self attribution bias 2,
Anchoring 3
43
cards
Investments
Bonds with greatest interest rate...,
Investor that benefits most from ...,
A yield curve can be described as 3
20
cards
College Funding
Pell grants 1,
Federal supplemental educational ...,
Direct subsidized loans 3
12
cards
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CFP
- Class purpose General learning
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