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Decks in this class (40)
Income Tax Calcs
What is the starting point for al...,
What deductions are applied befor...,
After subtracting cpp ei and prem...
8
cards
Taxation T1 Order
Tax order what flows into total i...,
Tax order what is net income vs t...,
Tax order what is taxable income 3
19
cards
Tax Flow Canada T1
Income ladder how do you get net ...,
Income ladder what flows into tot...,
Income ladder how do you get net ...
16
cards
Economic Indicators
Economic indicators what do leadi...,
Economic indicators what are the ...,
Economic indicators what is an ea...
9
cards
Formulas
What is the acb of a whole life p...,
What is the formula for portfolio...,
What is the formula for portfolio...
30
cards
Employee vs Contractor tax sheet
What expenses go in other vs home...,
What expenses are allowed for hom...,
What is the treatment for meals e...
7
cards
Attribution & TOSI
Who does attribution apply to 1,
What income does attribution cover 2,
Does attribution apply to busines...
18
cards
Trusts
Trust tax basics how is trust inc...,
Trust tax basics what does paid o...,
Trust tax basics do amounts keep ...
31
cards
Depreciation
Cca basics define oc sp_net ucc 1,
Cca basics what is limited sp and...,
Ucc mechanics ending ucc formula 3
22
cards
Share Options
When are ccpc stock options taxed 1,
When are public company options t...,
What s the 50 stock option deduct...
7
cards
Superficial Losses
What 3 conditions must be met for...,
What happens to a loss that is su...,
Formula for denied superficial lo...
7
cards
Formulas 2
Portfolio expected return formula 1,
Portfolio variance 2 assets 2,
Sharpe ratio formula risk used wh...
29
cards
Corporate Tax
What is cda 1,
How can cda be used 2,
How much of a capital gain goes i...
18
cards
T Bills
What income types can a t bill ge...,
Why is accrued interest recognize...,
Why add accrued interest to acb f...
8
cards
Retiring Allowance
Retiring allowance definition 1,
Retiring allowance what counts as...,
Retiring allowance what does not ...
30
cards
Bond Pricing and Timing
What is the clean price of a bond 1,
What is the dirty price of a bond 2,
Who receives the coupon payment w...
17
cards
Currency and Stock Formula
Formula for converting usd cad if...,
Formula for converting cad usd if...,
What is navps net asset value per...
7
cards
Heuristics and Biases Top 10
What is a heuristic 1,
What is the availability heuristic 2,
What is anchoring bias 3
10
cards
Exam Writing Tips
What does rtfq stand for 1,
Why identify client objectives 2,
What are the 3 types of exam ques...
9
cards
Advantage Disadvantage Themes
Rrsp contribution 1,
Tfsa contribution 2,
Debt repayment vs investing 3
10
cards
Financial Risks if Client Dies Prematurely
What is the risk associated with ...,
What is liquidity risk for a surv...,
What is business key person risk 3
7
cards
Factors that affect Insurability
What are health related factors i...,
What lifestyle factors affect ins...,
What occupation factors are consi...
5
cards
Tax Rate Types and When to Use Them
Which tax rate is used to calcula...,
When is the marginal tax rate mos...,
When might you use the effective ...
5
cards
Priority Ladder
What is usually the first insuran...,
If the client is young has high e...,
When is critical illness insuranc...
6
cards
Retiring Allowances
What is a retiring allowance 1,
Are retiring allowances taxable 2,
What was the rrsp rollover rule f...
8
cards
Constructed Response Answer Template
What are the 4 key collection poi...,
What are the 3 main analysis poin...,
What are 3 recommended actions fo...
18
cards
RRSP & Spousal RRSP
Whose income determines the contr...,
Who claims the tax deduction for ...,
Whose account grows when contribu...
9
cards
Nominal vs Real/Inflation Traps
When calculating the fv of assets...,
When a client says we need x per ...,
When the exam says ignore inflati...
5
cards
BA II Plus Setup
What ba ii mode should you use fo...,
What ba ii mode should you use fo...,
What s the sign convention rule i...
3
cards
Misc. Exam Traps
What happens to cpp or oas if the...,
How do you handle tfsa vs non reg...
2
cards
FP Canada Heuristics & Biases
Affect heuristic what does it mean 1,
Availability heuristic what does ...,
Representativeness heuristic what...
22
cards
DB Pension Calcs
What is the formula for calculati...,
What is the typical db pension ac...,
How many years of service are req...
9
cards
RRSP & DB Pension Adjustment
What is the annual rrsp contribut...,
How does membership in a db pensi...,
How is the pension adjustment pa ...
7
cards
CPP Limits
What is ympe 1,
What is yampe 2,
What is the employee contribution...
14
cards
Memorization List
What is the rrsp annual limit for...,
What is the rrsp carry forward ru...,
What is the annual tfsa limit for...
32
cards
Life Insurance Surrender & ACB
What is the formula for acb of a ...,
What increases a policy s acb 2,
What decreases a policy s acb 3
14
cards
Bond Concepts
What is yield to maturity ytm 1,
What happens to a bond s price wh...,
What happens to a bond s price wh...
8
cards
Investment Planning
Risk return what is the formula f...,
Risk return what is required retu...,
Risk return what is realized retu...
47
cards
CPP YMPE & YAMPE
Bonds what is the inverse relatio...,
Bonds what is the current yield f...,
Bonds what is yield to maturity y...
16
cards
Tax Planning Flashcards
Income types what are the five ma...,
Employment income what types of i...,
Business income what expenses can...
44
cards
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CFP Oct 2025
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