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eric robillard
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Decks in this class (28)
Basics of Taxation
Taxable as separate entity 1,
Deadlines 2,
Notice of reassessment deadline a...
21
cards
Structure and Taxation of Business Entities
Non profit vs charity 1,
Quick ratio acid test purpose 2,
Interest coverage ratio formula a...
6
cards
Advanced Tax Concepts
Acb calculation 1,
Identical properties acb rules su...,
Acb of pup and plp and gain loss ...
35
cards
Basics of Investing
Calculate gross return from net r...,
Gic taxation 2,
Underwriting 3
37
cards
Advanced Investing
Prospectus 1,
Exempt from prospectus 2,
Exempt market products 3
15
cards
Registered Investments
What contributes to rrsp contribu...,
Ineligible rrsp investments 2,
Rrsp contribution end date old age 3
27
cards
Retirement Planning
Term certain 1,
Temporary annuity 2,
Commutable 3
6
cards
Estate Planning
Formal english form 1,
Devise 2,
Abatement 3
11
cards
Insurance Concepts
Advocis coverage 1,
Regulation 2,
Mutual companies 3
87
cards
Professional Responsibility
Financial planning regulation 1,
Fpsb 2,
Code of ethics 3
14
cards
Regulation and Consumer Protection
The bank act 1,
Large value transfer system 2,
Capital requirements 3
13
cards
Advanced Estate Planning
Gift over provision 1,
Hotchpot 2,
Minor will exceptions and capacit...
31
cards
Family Law and Financial Planning
Child support enforcement 1,
Property division common law 2,
Family home access 3
14
cards
Risk Management and Insurance
Critical illness policy types 1,
Anti selection 2,
Survival period 3
42
cards
Retirement Planning For Business Owners
Ipp 1,
Terminal funding obligations 2,
Costs and options at retirement 3
6
cards
QAFP Exam 1 review
Cpp oas delay 1,
Seg funds 2,
Cpp enhancement who s most effect...
52
cards
QAFP Exam 2
Permanent insurance provides a ba...,
Can use hbp to purchase for disab...,
Rdsp grant and bond 3
72
cards
QAFP Review
Non arms length sale best practic...,
When do leases normally begin bgn...,
Credit union coverage 3
4
cards
Questions
How to determine when to use 1
1
cards
Concepts and Numbers to Memorize
Blank 1,
Ccb amount and clawback and chilc...,
Ccb clawback rates 3
4
cards
CFP Exam 1
How to handle insurance policy am...,
Options when someone loses a job 2,
Cap gains on unrestricted shares ...
39
cards
Business Tax and Structures
What can t create losses 1,
Once you opt into gst 2,
Business vs hobby 3
31
cards
Structure of Corporate Taxation
Employee profit sharing plan 1,
Gaar 2,
Employee ownership trust 3
26
cards
Retirement Planning For Business Owners
Income splitting were tosi doesn ...,
Services business no physical inv...,
Reasonable amount to pay family m...
37
cards
Risk Management
Blank 1
1
cards
Extra Concepts
Section 86 in action 1,
Us stocks held in corp 2,
Section 85 3
18
cards
CFP Exam 2
Factors that should be incorporat...,
How to protect matrimonial assets...,
Family trust considerations 3
19
cards
CFP Free Questions
Lira vs advantages and disadvanta...,
Benefits and risk of new job 2,
Assumptions with comparing pensio...
14
cards
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CFP
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