This class was created by Brainscape user Kimberly Papik. Visit their profile to learn more about the creator.
By:
Kimberly Papik
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Decks in this class (48)
Financial Planning Process
Methods to value a business 1,
Pro forma statement 2,
Emergency fund 3
46
cards
Insurance
Pure risk 1,
Speculative risk 2,
Peril 3
39
cards
Ethics and Law
Job task domains 1,
Domain 1 2,
Domain 2 3
21
cards
College Planning
Education funding needs analysis 1,
College savings 529 plan 2,
Coverdell esa 3
15
cards
Economic Concepts
Open market operations 1,
Reserve requirements 2,
Discount rate 3
23
cards
Homeowners and Auto Insurance
Home owners insurance section i c...,
Home owners insurance section ii ...,
Basic perils 3
22
cards
Medical Insurance
Comprehensive medical 1,
Medicare part a 2,
Medicare part b 3
11
cards
Disability and LTC Insurance
Definition of disability 1,
Disability ss definition 2,
Noncancellable 3
27
cards
Individual Life Insurance
Personal needs 1,
Determining need 2,
Term life insurance 3
36
cards
Taxation Life Insurance
Whole life taxation 1,
Usda uniform simultaneous death a...,
Mec modified endowment contract 3
6
cards
Business Use Insurance
Buy sell agreements 1,
Stock redemption entity purchase 2,
Cross purchase agreement 3
10
cards
Annuities
Types of annuities 1,
Fixed annuity 2,
Variable annuity 3
7
cards
Group Life and Disability Insurance
Group term life insurance 1,
Group whole life 2,
Dependent coverage 3
11
cards
Other Employee Benefits
Cafeteria plans 1,
Flexible spending account fsa 2,
Health fsa 3
10
cards
Investment Vehicles - Fixed Income
Cd s 1,
Negotiable cd 2,
Non negotiable cd 3
34
cards
Investment Vehicles - Stocks, REITS, Investment Co
Capitalization 1,
Corporate reports 2,
Preferred stock 3
16
cards
Investment Vehicles- Characteristics, Use and Tax
Tax call options 9mo or less 1,
Futures contract 2,
Warrents 3
7
cards
Quantitative Investment Concepts
Systematic risk 1,
Purchasing power risk 2,
Reinvestment risk 3
18
cards
Measures of Investment Return
Geometric mean 1,
Time weighted return 2,
Dollar weighted return 3
13
cards
Bond and Stock Valuation
Bond duration 1,
Bond duration principles 2,
Immunization 3
14
cards
Income Tax Fundamentals
Types of tax authority 1,
Substance over form transaction 2,
Step transaction 3
12
cards
Income Tax Calculations
Filing status 1,
Tax calculation 2,
Exclusions from income 3
29
cards
Tax Accounting
Accounting periods 1,
Accounting methods 2,
Cash receipts and disbursements m...
10
cards
Taxation of Business Entities
Sole proprietorship 1,
Partnership 2,
Llc 3
15
cards
Tax Trusts and Estates
Filing requirements estate 1,
Filing requirement trust 2,
Distributions 3
9
cards
Basis/ Depreciation/ Cost Recovery
Original basis 1,
Adjusted basis 2,
Amortization 3
11
cards
Tax Consequences Like Kind Exchanges and Disposition Property
Reporting requirements 1,
Qualifying property 2,
Like kind 3
19
cards
AMT
Amt calculation 1,
Adjustments 2,
Preference items 3
7
cards
Passive Activity/ Tax Special Circumstances
Passive activity 1,
Real estate limited partnerships 2,
Master limited partnerships 3
17
cards
Charitable Contributions and Deductions
Public charities 1,
Private charities 2,
Deductions 3
10
cards
OASDI
Oasdi covered programs 1,
Paying in to system 2,
Not covered under oasdi 3
12
cards
Retirement Plans
Non qualified plans 1,
Qualified plans 2,
Defined contribution 3
18
cards
Qualified Plan Rules and Options
Age and service 1,
Coverage requirements 2,
Minimum participation 3
14
cards
More Qualified Plan Rules and Options
Deduction limits dc and db 1,
Defined contribution limits 415 2,
Defined benefit contribution limi...
12
cards
Roth and Traditional
Traditional ira 1,
Spousal ira 2,
Distribution prior 59 1 2 3
11
cards
SEP, SIMPLE, 403B, 457 KEOGH,
Sep 1,
Sep requirements 2,
Sarsep 3
7
cards
Regulatory Considerations
Erisa 1,
Dol 2,
Fiduciary liability issues 3
7
cards
Plan Selection
Factors that influence plan selec...,
Establishing 2,
Simple 3
7
cards
Distribution Rules
Exception early withdrawal penalt...,
Sepp 72t 2,
Qualified optional survivor annui...
20
cards
Titling and Basics
Community property system 1,
Community property separate prope...,
Community property interest 3
24
cards
Estate Tax
Estate tax filing requirement 1,
Gross estate 2,
Adjusted gross estate 3
15
cards
Gifting
Gift 1,
Requirements for a valid gift 2,
Federal modifications gift tax re...
12
cards
Incapacity Planning
Durable power of attorney for hea...,
Non tax related powers 2,
Tax related powers 3
13
cards
Trusts
Corpus 1,
Grantor 2,
Trustee 3
20
cards
Trusts-Minors
Ugma 1,
Utma 2,
Utma ugma gross estate 3
9
cards
Estate Planning -Charity
Crat 1,
Crut 2,
Nimcrut 3
13
cards
EP- Life insurance/valuation/Strategies
Ilit 1,
Unfunded ilit 2,
Funded ilit 3
18
cards
Intra-Family Transfers and Business Transfers
Property owner needs income 1,
Property owner wants to gift asse...,
Buy sell agreements 3
15
cards
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CFP 3/17
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