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

By: B B

Decks in this class (21)

Biases
Planner biases what is the curse ...,
Planner biases what is the illusi...,
Planner biases what is framing ad...
25  cards
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
0  cards
TOSI
0  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...
31  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 ...
18  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

More about
CFP Oct 2025

  • Class purpose General learning

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