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Decks in this class (36)
General Principles
When determining fdic insurance d...,
If a client is looking to pay dow...,
What would be the best advice for...
48
cards
General Principles - Financial Services Regulations And Requirements
At what point must a ria register...,
Under 100mm in aum rias must regi...,
To be considered a registered inv...
22
cards
General Principles - Education Planning
At what point may an individual m...,
If a parent purchases an ee educa...,
What are the two types of qualifi...
58
cards
General Principles - Professional Conduct
During an initial meeting with a ...,
When is it okay for a cfp profess...,
If a prospective client decides n...
36
cards
Insurance Planning - Principles of Insurance/Medicare/HSA
A condition with the possibility ...,
What is a peril 2,
What would be a hazard 3
66
cards
Insurance Planning: Disability/LTC Insurance/Other Employee Benefits
What would be a disability policy...,
What would be a disability policy...,
What would a split definition mea...
77
cards
Insurance Planning: Life Insurance/Taxation/MECs/Settlements
An individual with low risk toler...,
An individual who has a higher ri...,
What are riders that can be added...
72
cards
Insurance Planning - Annuities
What is a viatication life insura...,
What is a life settlement and wha...,
What are potential tax consequenc...
30
cards
Insurance Planning - Property, Casualty and Liability Insurance
What type of personal property wo...,
Under coverage d loss of use addi...,
What types of homeowners policies...
48
cards
Investment Planning: Investment Vehicles (Characteristics, Uses, and Taxation)
What is a bond how often does an ...,
What is the par value of a bond 2,
What are the characteristic of tr...
106
cards
Investment Planning: Investment Vehicles cont’d
What is the intrinsic value of an...,
What is a derivative 2,
What is a call option 3
34
cards
Investment Planning: Types Of Investment Risks
What is another name for unsystem...,
What is another name for systemat...,
Total risk is represented by 3
31
cards
Investment Planning: Measures Of Investment Return/Duration
A superior measure of the change ...,
What is the main use of the geome...,
What is time weighted return 3
53
cards
Investment Planning: Investment Theory/portfolio Development And Analysis
What is markowitz approach to por...,
What does the concept of an effic...,
Are portfolios above the efficien...
53
cards
Psychology of financial planning: behavioral finance
What is the attachment bias 1,
What is availability bias 2,
What is cognitive dissonance 3
47
cards
Income Tax Planning
What are the inclusions for gross...,
On schedule 1 what would be inclu...,
What are some of the exclusions m...
34
cards
Income Tax Planning: Business Entities
Advantages of sole proprietorship...,
Disadvantages of sole partnership 2,
Advantages of partnerships 3
41
cards
Income Tax Planning: Tax Consequences of Like-Kind Exchanges and Disposion of Property / AMT
In a 1031 exchange can the taxpay...,
What are the time restrictions on...,
For the property being acquired c...
36
cards
Income Tax Planning: Passive Activity/Tax Implications of Special Circumstances
What four areas does phantom inco...,
What would generate phantom incom...,
What would produce phantom income...
35
cards
Income Tax Planning: Charitable Contributions and Deductions
What is considered a public 50 or...,
What is considered a private 30 o...,
What would be an investors basis 3
14
cards
Income Tax Planning: Trouble Areas
The tax cuts and job act allow pa...,
How much can an owner of a pass t...,
How was the deduction for qbi cla...
23
cards
Retirement Planning: Social Security (OASDI)
What social insurance programs ar...,
What employment categories are no...,
When is a worker entitled to soci...
24
cards
Retirement Planning: Types of Plans
What are the characteristics of q...,
What are the exceptions for distr...,
What are the types of qualified p...
15
cards
Retirement Planning: Other Tax-Advantaged Plans
What type of plan is a sep who ca...,
What are the sep contribution max...,
When would a sep likely to be used 3
24
cards
Retirement Planning: Qualified Plans and Rules
What are the two types of require...,
Describe the age and service requ...,
What qualifies as a year of servi...
29
cards
Retirement Planning: Distribution Rules, Alternatices, and Taxation
What is a main exception differen...,
What are the three situations in ...,
Before hardship withdrawal is all...
34
cards
Estate Planning:
What is community property 1,
What is non community property in...,
What are the characteristics of j...
32
cards
Estate Planning: Incapacity planning/Trusts
Describe incapacity even though a...,
What are the different types of p...,
Describe a non durable power of a...
46
cards
Estate Planning: Charitable Trusts
What are the characteristics of a...,
What is the disadvantage of a cra...,
What are the characteristics of a...
25
cards
TROUBLE AREAS - Estate Planning
What is considered non community ...,
When would a surviving spouse get...,
Would separate assets in a commun...
61
cards
Retirement Planning: SEP vs SIMPLE IRA
What are the eligibility requirem...,
When do employees become eligible...,
What are the employer contributio...
12
cards
Retirement Planning: Qualified Plans
How are qualified plans broken do...,
What type of plans would be a def...,
What types of plans are defined c...
25
cards
Retirement Planning: Quizzes
Does a qdro apply to non qualifie...,
If a person has a 401 k and an ir...,
If a person has multiple 401 k s ...
24
cards
Investment Planning: Trouble areas
What types of risk are bonds subj...,
What is a treasury strips what ty...,
What are treasury direct accounts...
80
cards
Tax planning: Review
What type of income is included o...,
What would be included on schedul...,
What would be exclusions from the...
13
cards
Insurance: Review
How would i explain guaranteed pu...,
Who determines whether the life i...,
In what situations are transfers ...
4
cards
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CFP
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