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eric robillard
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Decks in this class (28)
Basics of Taxation
Taxable as separate entity,
Deadlines,
Notice of reassessment deadline a...
21
cards
Structure and Taxation of Business Entities
Non profit vs charity,
Quick ratio acid test purpose,
Interest coverage ratio formula a...
6
cards
Advanced Tax Concepts
Acb calculation,
Identical properties,
Acb of pup and plp
35
cards
Basics of Investing
Calculate gross return from net r...,
Gic taxation,
Underwriting
37
cards
Advanced Investing
Prospectus,
Exempt from prospectus,
Exempt market products
15
cards
Registered Investments
What contributes to rrsp contribu...,
Ineligible rrsp investments,
Rrsp contribution end date old age
27
cards
Retirement Planning
Annuities,
Temporary annuity,
Commutable
6
cards
Estate Planning
Formal english form,
Devise,
Abatement
11
cards
Insurance Concepts
Advocis coverage,
Regulatiobn,
Mutual companies
87
cards
Professional Responsibility
Financial planning regulation,
Fpsb,
Code of ethics
14
cards
Regulation and Consumer Protection
The bank act,
Lvtm,
Capital requirements
13
cards
Advanced Estate Planning
Gift over provision,
Hotchpot,
Minor will exceptions and capacit...
31
cards
Family Law and Financial Planning
Child support,
Property division common law,
Family home access
14
cards
Risk Management and Insurance
Critical illness policy types,
Anti selection,
Survival period
42
cards
Retirement Planning For Business Owners
Ipp,
Terminal funding obligations,
Costs and options at retirement
6
cards
QAFP Exam 1 review
Cpp oas delay,
Seg funds,
Cpp enhancement who s most effected
52
cards
QAFP Exam 2
Permanent insurance provides a ba...,
Perm,
Rdsp grant and bond
72
cards
QAFP Review
Non arms length sale,
When do leases normally begin bgn...,
Credit union coverage
4
cards
Questions
How to determine when to use
1
cards
Concepts and Numbers to Memorize
Ccb amount and clawback,
Ccb clawback rates
4
cards
CFP Exam 1
How to handle insurance policy am...,
Options when someone loses a job,
Cap gains on unrestricted shares
36
cards
Business Tax and Structures
What can t create losses,
Once you opt into gst,
Business vs hobby
31
cards
Structure of Corporate Taxation
Employee profit sharing plan,
Gaar,
Employee ownership trust
26
cards
Retirement Planning For Business Owners
Income splitting were tosi doesn ...,
Income splitting services business,
Reasonable amount to pay family m...
37
cards
Risk Management
1
cards
Extra Concepts
Section 86 in action,
Us stocks held in corp,
Section 85
18
cards
CFP Exam 2
Factors that should be incorporat...,
How to protect matrimonial assets...,
Family trust considerations
19
cards
CFP Free Questions
0
cards
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CFP
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