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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 6 hint act 1,
Standards of conduct what is it a...,
Standard of conducts that apply a...
30  cards
BU - Formulas
Constant growth dividend discount...,
When intrinsic value iv market va...,
When intrinsic value iv market va...
31  cards
BU - Standard of Conduct
Fiduciary duty 1,
Integrity 2,
Competence 3
15  cards
BU - Fitness Standards
3 categories of adverse conduct r...,
Conduct deemed unacceptable 2,
Conduct presumed unacceptable 3
4  cards
BU - CFP Board Hearing Process
Cfp board counsel 1,
Disciplinary ethics committee dec 2,
Hearing panel 3
7  cards
BU - Business Cycle
Business cycle phases 1,
Expansion 2,
Contraction 3
35  cards
BU - Financial Statements & more
Balance sheet facts 1,
Statement of cash flow facts 2,
Balance sheet cash flow 3
28  cards
BU - Mortgage Financing
Mortgage types 1,
Conventional loan 2,
Va loan 3
16  cards
BU - Education Funding
What is a 529 plan 1,
Are distributions tax free 2,
Who can have a 529 plan 3
68  cards
BU - Behavioral Finance
What is behavioral finance 1,
What is heuristic 2,
What is anchoring 3
22  cards
BU - Risk Management
4 ways risk can be addressed 1,
Risk avoidance what is it when do...,
Risk reduction what is it when do...
5  cards
BU - Investments
2 parts of the financial markets 1,
Examples of financial markets 2,
2 parts of capital market 3
93  cards
BU - Tax
What is the flow of the tax formu...,
What is included in income 2,
What is gross income 3
97  cards
BU - Retirement
Capital preservation approach 1,
Purchasing power preservation app...,
Types of defined contribution 3
63  cards
BU - Estate Planning
Ownership titling separate or ind...,
Ownership titling jtwros 2,
Poa non durable 3
102  cards
BU - Insurance
Hdhp and hsa 1,
Qualifying events for cobra 2,
Cost of cobra cannot exceed 3
63  cards
Important Things
R2 may not be given 1,
Losses are limited 2,
Pay attention to what data for fo...
14  cards

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CFP Exam - BIF Exam Prep

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