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CFP® flashcards

CFP Exam - BIF Exam Prep

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

By: Casey Morford
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Decks in this class (17)

BU - CFP's Code of Ethics
Code of ethics,
Standards of conduct,
Standard of conducts that apply a...
30  cards
BU - Formulas
Constant growth dividend discount...,
When intrinsic value iv market value,
When intrinsic value iv market va...
31  cards
BU - Standard of Conduct
Fiduciary duty,
Integrity,
Competence
15  cards
BU - Fitness Standards
3 categories of adverse conduct r...,
Conduct deemed unacceptable,
Conduct presumed unacceptable
4  cards
BU - CFP Board Hearing Process
Cfp board counsel,
Disciplinary ethics committee dec,
Hearing panel
7  cards
BU - Business Cycle
Business cycle phases,
Expansion,
Contraction
35  cards
BU - Financial Statements & more
Balance sheet facts,
Statement of cash flow facts,
Balance sheet cash flowtimepurpos...
28  cards
BU - Mortgage Financing
Mortgage types,
Conventional loan,
Va loan
16  cards
BU - Education Funding
What is a 529 plan,
Are distributions tax free,
Who can have a 529 plan
68  cards
BU - Behavioral Finance
What is behavioral finance,
What is heuristic,
What is acnhoring
22  cards
BU - Risk Management
4 ways risk can be addressed,
Risk avoidance what is it when do...,
Risk reduction what is it when
5  cards
BU - Investments
2 parts of the financial markets,
Examples of financial markets,
2 parts of capital market
93  cards
BU - Tax
What is the flow of the tax formu...,
What is included in income,
What is gross income
97  cards
BU - Retirement
Capital utilization approach,
Purchasing power preservation app...,
Types of defined contribution
63  cards
BU - Estate Planning
Ownership titling separate or ind...,
Ownership titling jtwros,
Poa non durable
102  cards
BU - Insurance
Hdhp and hsa limits,
Qualifying events for cobra,
Cost of cobra cannot exceed
63  cards
Important Things
R2 may not be given,
Losses are limited,
Pay attention to what data for fo...
14  cards

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CFP Exam - BIF Exam Prep

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