certified financial planner core curriculum

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

Decks in this class (16)

Government Benefits Plans - CPP
What has the cpp contribution rat...,
On what type of income are cpp pr...,
Who administers cpp
25  cards
Chapter 6: Legal Fundamentals
Which system of law are the provi...,
Which system of law is quebec gov...,
How did the common law system com...
166  cards
Chapter 7: Basics of Taxation
What are the 6 most common reason...,
What are sin taxes,
What are the two types of income tax
110  cards
Chapter 8: Structure & Taxation of Business Entities
Which forms can a partnership take,
How is a joint venture different ...,
Do non profits have to be incorpo...
68  cards
Chapter 9: Advanced Tax Concepts
What must you first calculate to ...,
What factors go into the calculat...,
What does a contribution of capit...
204  cards
Introduction to Professional Ethics
What are the 5 steps to making et...,
What are ethics,
How do morals differ from ethical...
21  cards
Chapter 10: Basics of Investing
What often determines liquidity,
What is another term for growth,
What type of yield curve is parti...
196  cards
Chapter 11: Advanced Investing
What is the biggest perceived adv...,
What are the 4 reasons that make ...,
Which costs associated with ownin...
81  cards
Chapter 12: Insurance Concepts
Why do property and casualty insu...,
What type of risk management tech...,
What are all forms of risk manage...
118  cards
Chapter 13: Registered Investments
What are the 3 primary ways that ...,
What constitutes earned income,
When would a retiring allowance c...
191  cards
Chapter 14: Retirement Planning
What are the 3 cycles that can be...,
What do annuities trade for guara...,
What are the 2 basic annuity stru...
43  cards
Chapter 15: Estate Planning and Succession
Is succession law rooted in commo...,
What are the 3 basic documents at...,
What is another term for an endur...
56  cards
Chapter 17: Professional Skills
How many regulatory organizations...,
What has fp canada shifted the fo...,
What are fp canada s standards of...
18  cards
Chapter 18: Regulation and Consumer Protection
What are the 3 major sources of l...,
Why would it be unusual for secur...,
Which 2 entities do the provincia...
25  cards
Chapter 16: Financial Planning Practices
What are the 2 systems of the brain,
What happens with decisions made ...,
What happens with decisions made ...
87  cards
Chapter 4: Government Benefit Plans
Who administers oas what are the ...,
What is the current maximum oas b...,
Can you split oas income
6  cards

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certified financial planner core curriculum

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