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CFP® flashcards

CFP Retirement & Income Planning

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

By: Connor Kirkpatrick
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Decks in this class (4)

Qualifed Plans
Defined benefit plans pension plans,
Defined contribution plans pensio...,
Are all profit sharing plans defi...
56  cards
Profit Sharing Plans
Types of profit sharing plans,
Profit sharing plan characteristics,
Profit sharing plan contributions...
22  cards
Distributions From Qualified Plans & IRAs
Distributions from pension plan d...,
Distributions from pension plan a...,
Distributions from pension plan a...
83  cards
Non-Qualified Plans
Why offer non qualified dc plan,
Non qualified dc plan who makes t...,
Non qualified dc plan will employ...
48  cards

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CFP Retirement & Income Planning

  • Class purpose General learning

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