This class was created by Brainscape user C D. Visit their profile to learn more about the creator.
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C D
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Decks in this class (7)
Fundamentals of Financial Planning
What are the 6 steps of financial...,
Strategies to improve cash flow t...,
How to calculate gross debt servi...
46
cards
Investment Planning
What is the current securities re...,
How to calculate bond t bill yield,
What is a corporate bond
35
cards
Retirement Planning
How much does an employee and emp...,
What is pensionable earnings amount,
When can a person receive cpp
54
cards
Insurance Planning
What are two basic categories of ...,
Which option would be best if cli...,
What are the features of whole li...
58
cards
Estate Planning
What are the general steps in est...,
What are some estate planning str...,
What is the most important differ...
55
cards
Tax Planning and Small Business
When is the deadline for filing t...,
What is tax credit,
What is a non refundable tax credit
87
cards
Standards of Practice
What are 8 principles in cfp code...
1
cards
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CFP Canada
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