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B B
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Decks in this class (13)
Fundamentals of Financial Planning
How to advertise as a cfp,
How to advertise as a cfp,
What is the gdsr formula definiti...
12
cards
Standards of Practice
Identify the 8 principles in the ...,
Identify the 8 principles in the ...,
27 rules of conductwhat are the 5...
15
cards
Retirement Planning
Unvested dc plan monies returned,
Rrsp earned income,
Rrsp limit
90
cards
Insurance Planning
What type of annuity will be best...,
What are things to consider in a ...,
What is the taxable policy gain f...
46
cards
Estate Planning
A proxy directive is,
An instructive directive does what,
List 3 ways to distribute an esta...
82
cards
Tax Planning
Tax free income paid to a canadia...,
Describe a general partnership,
What is the test to tell whether ...
96
cards
Education and Investment Planning
What are the additional cesg tiers,
What is the lifetime max resp,
What is the max cesg contribution...
50
cards
Financial Math
What is the formula for the appro...,
What is the formula for the appro...,
What is the formula for the appro...
69
cards
Investment Planning
Creditor protection of seg funds,
The reason for issuing convertibl...,
Interest rates and yields
10
cards
Biases & Heuristics
What are heuristics,
What is confirmation bias,
What is the primacy recency bias
40
cards
Budget and Cashflow
How do you find what payment you ...,
What kind of a lease do you have ...,
What kind of a lease do you have ...
26
cards
Exam Tips
What 3 things should you not do w...,
Knowledge vs competencynot releva...,
A few things to look for to self ...
6
cards
Ethics, Financial Math and Investments
Areas of financial planning,
Financial management,
Investment planning
72
cards
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cfp canada exam study 2021
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