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CFP® flashcards

CFP EXAM - SM - Danko

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

By: Stephanie Malewski
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Decks in this class (8)

General Principles
Cfp board was founded in,
Within how many days must you inf...,
How many ce hours per reporting p...
81  cards
Insurance
What is risk,
What is peril,
What is a hazard
66  cards
Investment
Unsystematic risk,
Systematic risk,
Types of systematic risk
184  cards
Income Tax
Subchapter s corporation eligibility,
Tax basis partnership llc,
Property classes
194  cards
Retirement
Basic concepts of social security,
Social security reduction of bene...,
Social security taxation
159  cards
Estate
Non community property interest,
Joint tenancy with rights of surv...,
Tenancy by the entirety
236  cards
Behaviorial Finance
Four categories of behaviorial fi...,
Factors to overcome behaviors,
Heuristics
26  cards
CFP Board Flash Docs
Code of ethics a cfp professional...,
Fiduciary duty,
When does the fiduciary duty apply
22  cards

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CFP EXAM - SM - Danko

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