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