- decks
- flashcards
- learners
Decks in this class (7)
General Principles
Code of ethics 1,
Standards of conduct 2,
Duties owed to client 3
74
cards
Behavioral Finance
Heuristic 1,
Anchoring 2,
Prospect theory 3
49
cards
Tax Planning
Tax flow 1,
Tax exclusions 2,
Deductions for agi 3
113
cards
Risk Management & Insurance
If eligible under a _______ on th...,
Advantages of an hsa 2,
Medicare and long term care 3
90
cards
Investments
With regards to investment questi...,
Junk bonds have a rating off 2,
Factors that should influence inv...
95
cards
Employee Benefits/Retirement Savings
401k loan limitations 1,
Top heavy plans 2,
403b is also known as a what 3
37
cards
Estate Planning
Mutual will 1,
Double will 2,
Nuncupative wills 3
32
cards
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J’s CFP Review
- Class purpose General learning
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