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CFP® flashcards

CFP Exam: March 2013

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

By: Jon Sycamore
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Decks in this class (7)

Fundamentals
Financial planning process is,
Life insurance benchmark,
Health insurance benchmark
166  cards
Insurance
Insurance is used to protect what,
What is pure risk,
What is speculative risk
137  cards
Investments
What are the two forms of underwr...,
What is best efforts underwriting,
What is firm commitment underwriting
215  cards
Income Tax
What is a capital asset,
What is specifically not capital ...,
What are 1231 assets
144  cards
Retirement
What is the 401 k 457 403 b emplo...,
What is the social security wage ...,
Name the seven profit sharing plans
257  cards
Estate Planning
What are the basic estate plannin...,
What is ancillary probate,
What is a holographic will
140  cards
Hard to Remember
How is the information ratio calc...,
How is holding period return hpr ...,
How is hpr calculated when buying...
16  cards

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CFP Exam: March 2013

  • Class purpose General learning

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