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Megan Leonard
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Decks in this class (65)
Diagnostic Exam and Book 1
How does the federal reserve cont...,
Calculate next year dividend d1,
Forecasted total return
519
cards
Book 2 Pages 1 - 101
A device used to manage risk by h...,
A condition where there is a poss...,
The larger the number of members ...
366
cards
Book 2 Pages 102 - End
A federal law that eliminates pre...,
Limits the application of preexis...,
Provides additional opportunities...
211
cards
Practice Quiz 1 (REVIEW MORE)
Justin age 55 earns 50 000 annual...,
Assume a taxpayer is in the 35 ma...,
William sanders age 38 earns 250 ...
25
cards
Book 3 Pages 1-51
What are the different maturities...,
What is the minimum purchase amou...,
Do t bills have default risk
307
cards
Book 3 Pages 52-100
Uncertainty of an investments rea...,
Risk measured by standard deviation,
True or false total risk includes...
157
cards
Practice Quiz 2
Which of the following statements...,
This year mary has short term cap...,
Which of the following is not a t...
24
cards
Book 3 Pages 101 - End
An index in which the value of th...,
True or false a price weighted in...,
True or false an equal but opposi...
256
cards
Practice Quiz 3
Rick sells his ski resort condomi...,
Which of the following statements...,
Place the phases of a typical bus...
25
cards
Practice Quiz 4
Given the following data for daph...,
All of the following statements a...,
A local businessperson approaches...
25
cards
Book 4 page 1-60
This doctrine stipulates that a t...,
Prohibits an individual to form a...,
This doctrine allows the irs to l...
174
cards
Book 4 Pages 61-120
True or false self employed indiv...,
True or false regular employees c...,
What is the simplified method opt...
182
cards
Book 4 Pages 121-200
Personal use assets and most inve...,
True or false losses from persona...,
True or false losses from investm...
297
cards
Practice Quiz 5
Which of the following statements...,
What if any is the primary differ...,
Which of the following statements...
25
cards
Practice Quiz 6
Which of the following statements...,
In an enforceable contract legal ...,
Which of the following are approv...
25
cards
Practice Quiz 7
The doctrine of constructive rece...,
Generally employer paid premiums ...,
Max bought 10 shares of pet corpo...
25
cards
Practice Quiz 8 (REVIEW MORE)
Mary and her sister della purchas...,
A section 401 k plan allows plan ...,
Beverly purchased a painting for ...
25
cards
Practice Quiz 9
A local businessperson approaches...,
Which of the following statements...,
Harvey recently purchased an annu...
21
cards
Book 5 Page 1 - 53
The most common model used for re...,
True or false the pure annuity mo...,
Margie age 41 currently earns 80k...
217
cards
Practice Quiz 10
Barrett is a project manager with...,
Which of the following statements...,
Carl has a life insurance policy ...
25
cards
Practice Quiz 11
Richard age 68 makes a cash gift ...,
Which of the following statements...,
Limited pay whole life insurance ...
27
cards
Practice Quiz 12 (REVIEW MORE)
The process of gathering data con...,
Which of the following statements...,
Several years ago stan purchased ...
25
cards
Practice Quiz 13
A legal services plan would proba...,
A policy designed to provide prot...,
Which of the following statements...
24
cards
Practice Quiz 14
Which of the following statements...,
To avoid the coverage requirement...,
Which of the following compensati...
25
cards
Book 5 Pages 54 - End
What is the biggest difference be...,
True or false a stock bonus plan ...,
True or false contributions to a ...
254
cards
Practice Quiz 15
Which of the following statements...,
Don established an irrevocable tr...,
Which of the following statements...
25
cards
Practice Quiz 16
What is the maximum gift that bob...,
All of the following are methods ...,
The abc company maintains a split...
25
cards
Practice Quiz 17
Mike and kim have been married fo...,
Scott is the fiduciary of the bsb...,
The yield to maturity on a zero c...
24
cards
Practice Quiz 18
Which of the following are except...,
Mary owned 2 houses she lived in ...,
Baxter purchased a small business...
25
cards
Practice Quiz (Analyze and Apply questions from the General Financial Principles, Professional Conduct, and Regulations)
Frank is a fireman with the local...,
A client provides the following i...,
John and marcy have one child rex...
35
cards
Strategies for Education Planning
Steps to education funding time v...,
Two children ages 7 and 4 want to...
2
cards
Practice Quiz 19
True or fasle the arbitrage prici...,
True or false the capital asset p...,
True or false the arbitrage prici...
22
cards
High 5 CFP Board’s Standards of Professional Conduct
Denotes a person who has applied ...,
Denotes individuals who are curre...,
Denotes any person or entity that...
147
cards
Book 6 Pages 1 - 61
The process of accumulation manag...,
Emotional issues such as ____ and...,
What are the costs associated wit...
209
cards
High 5 General Financial Planning Principles, Professional Conduct, and Regulation
A snapshot of net worth on a give...,
Assets and liabilities should be ...,
____ should be used to describe d...
53
cards
Book 6 Pages 62 - 106
Which of the following are an est...,
True or false life insurance deat...,
True or false if life insurance w...
244
cards
Practice Quiz 20
Which of the following are charac...,
Carol age 30 received a salary of...,
Sam and sue paid 100 000 for thei...
20
cards
NQSO vs. ISO and Taxation of Life Insurance
When you exercise a nqso what amo...,
When you exercise a iso what amou...,
When you exercise a nqso what is ...
18
cards
Risk Management and Employee Benefit Quiz
Which of the following statements...,
Rank the order of premiums payabl...,
Which of the following eligibilit...
34
cards
High 5 Risk Management, Insurance, and Employee Benefits Planning
True or false loans under a non m...,
True or false partial withdrawals...,
Is the cash value in a life insur...
84
cards
Book 6 pages 107 - End
True or false the best definition...,
Any interest that in terms of vot...,
The theory behind a ___ discount ...
54
cards
Risk Management and Employee Benefit Quiz 2
Dennis participates in a qualifie...,
This year the xyz corporation pay...,
Keith has an ho 5 homeowners poli...
23
cards
Risk Management and Employee Benefit Quiz 3
Jane is an agent for the abc life...,
Universal life b which of the fol...,
Bob and jane are both physicians ...
24
cards
Risk Management and Employee Benefit Review
Which of the following provides f...,
Which of the following is true re...,
Which of the following is true re...
116
cards
Bond Analysis
If market interest rates increase...,
If market interest rate decrease ...,
Average time for a bondholder to ...
7
cards
Capital Asset Pricing Model
Assume mike has a diversified por...
1
cards
Risk Management and Employee Benefit Quiz 4
When purchasing a pap which of th...,
Which of the following are among ...,
Which of the following definition...
27
cards
Risk Management and Employee Benefit Quiz 5
Bill is covered by a homeowners t...,
Madison is covered by her husband...,
Abc company purchased a key emplo...
24
cards
High 5 Investment Planning
What kind of company would be bes...,
Sharpe and treynor ratios are ___...,
Jensens alpha is a n ____ measure
28
cards
Investment Quiz 1
Sam a securities analyst for a la...,
Vince age 53 recently lost his 95...,
Samuels bond has a current market...
39
cards
Investment Quiz 2
David is analyzing two potential ...,
Owen purchased 100 shares of abc ...,
Lucy and bobby are concerned abou...
25
cards
Investment Quiz 3
Andy and harriet ages 50 and 48 r...,
Mike and marcy ages 45 and 43 res...,
Cde inc bonds have the following ...
25
cards
Investment Planning Review
True or false futures contracts r...,
Purchasing a contract for future ...,
A long position will ___ in value...
142
cards
Investment Quiz 4
Which of the following statements...,
Which of the following statements...,
Which of the following terms best...
33
cards
Investment Quiz 5
Ethel is 68 years old and has rec...,
Bob age 58 is an extremely wealth...,
Patricia and mark are meeting wit...
20
cards
High 5 Income Tax Planning
True or false alimony received is...,
The employer portion of self empl...,
True or false alimony paid is ded...
27
cards
Capital Gains and AMT
Which of the following is include...,
If there are short term and long ...,
Excess net capital losses may be ...
12
cards
Tax Quiz 1
Which property listed below if so...,
Bob owns an apartment building wh...,
Morgan who is in the 35 marginal ...
45
cards
Tax Quiz 2
Joel a self employed individual h...,
You are a cfp professional and yo...,
Jack purchases a 100 000 machine ...
30
cards
Tax Planning Review
Calculate the gain for regular ta...,
True or false travel to and from ...,
True or false nursing home costs ...
72
cards
Tax Quiz 3
Steve began his professional corp...,
Cathy sold 100 shares of glassco ...,
Bob and heather form a partnershi...
40
cards
Time Value of Money Questions
Bob is a fisherman with the local...,
A couple wants to accumulate a re...,
At 10 interest with annual compou...
5
cards
Retirement Planning Quiz
Nicholas age 49 is employed by bo...,
Michael age 56 and the owner of d...,
Joe age 52 has opened a consultin...
24
cards
Retirement Planning Quiz 2
Parrish products would like to im...,
Peak inc a c corporation has thre...,
John terminated his employment wi...
48
cards
Tax Quiz 4
Cynthia and ted are married and f...,
In the current year heather purch...,
Philip a professor earned a salar...
15
cards
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