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CFP Canada Oct 2022

This class was created by Brainscape user Ryan Phillips. Visit their profile to learn more about the creator.

By: Ryan Phillips
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Decks in this class (7)

Financial Planning Practices & Ethics
What are the 6 steps of financial...,
What are the 8 principles of fp c...,
What is assuris and what role do ...
17  cards
Financial Management
Define regret aversion bias,
What are accumulated income payme...,
Define sunk cost bias
74  cards
Investment Planning
What is the ranking of the 6 type...,
What is the taxation of income pa...,
Why might someone invest in real ...
32  cards
Insurance and Risk Management
What are four methods for managin...,
What are 5 steps to personal risk...,
What is true of deductibles for i...
38  cards
Tax Planning
How is income splitting achieved ...,
When does a deceased taxpayer hav...,
What s the deadline for tax returns
50  cards
Retirement Planning
What are the 5 steps of the retir...,
What is eligible pension income t...,
Who contributes to canada pension...
76  cards
Estate Planning and Legal Aspects
What assets do not flow through e...,
When are the filing requirements ...,
What is the 21 year rule for a trust
69  cards

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CFP Canada Oct 2022

  • Class purpose General learning

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