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

Flashcard maker: Kimberly Papik

Decks in this class (48)

Financial Planning Process
The creator of this deck did not yet add a description for what is included in this deck.
46  cards
Insurance
The creator of this deck did not yet add a description for what is included in this deck.
39  cards
Ethics and Law
The creator of this deck did not yet add a description for what is included in this deck.
21  cards
College Planning
The creator of this deck did not yet add a description for what is included in this deck.
15  cards
Economic Concepts
The creator of this deck did not yet add a description for what is included in this deck.
23  cards
Homeowners and Auto Insurance
The creator of this deck did not yet add a description for what is included in this deck.
22  cards
Medical Insurance
The creator of this deck did not yet add a description for what is included in this deck.
11  cards
Disability and LTC Insurance
The creator of this deck did not yet add a description for what is included in this deck.
27  cards
Individual Life Insurance
The creator of this deck did not yet add a description for what is included in this deck.
36  cards
Taxation Life Insurance
The creator of this deck did not yet add a description for what is included in this deck.
6  cards
Business Use Insurance
The creator of this deck did not yet add a description for what is included in this deck.
10  cards
Annuities
The creator of this deck did not yet add a description for what is included in this deck.
7  cards
Group Life and Disability Insurance
The creator of this deck did not yet add a description for what is included in this deck.
11  cards
Other Employee Benefits
The creator of this deck did not yet add a description for what is included in this deck.
10  cards
Investment Vehicles - Fixed Income
The creator of this deck did not yet add a description for what is included in this deck.
34  cards
Investment Vehicles - Stocks, REITS, Investment Co
The creator of this deck did not yet add a description for what is included in this deck.
16  cards
Investment Vehicles- Characteristics, Use and Tax
The creator of this deck did not yet add a description for what is included in this deck.
7  cards
Quantitative Investment Concepts
The creator of this deck did not yet add a description for what is included in this deck.
18  cards
Measures of Investment Return
The creator of this deck did not yet add a description for what is included in this deck.
13  cards
Bond and Stock Valuation
The creator of this deck did not yet add a description for what is included in this deck.
14  cards
Income Tax Fundamentals
The creator of this deck did not yet add a description for what is included in this deck.
12  cards
Income Tax Calculations
The creator of this deck did not yet add a description for what is included in this deck.
29  cards
Tax Accounting
The creator of this deck did not yet add a description for what is included in this deck.
10  cards
Taxation of Business Entities
The creator of this deck did not yet add a description for what is included in this deck.
15  cards
Tax Trusts and Estates
The creator of this deck did not yet add a description for what is included in this deck.
9  cards
Basis/ Depreciation/ Cost Recovery
The creator of this deck did not yet add a description for what is included in this deck.
11  cards
Tax Consequences Like Kind Exchanges and Disposition Property
The creator of this deck did not yet add a description for what is included in this deck.
19  cards
AMT
The creator of this deck did not yet add a description for what is included in this deck.
7  cards
Passive Activity/ Tax Special Circumstances
The creator of this deck did not yet add a description for what is included in this deck.
17  cards
Charitable Contributions and Deductions
The creator of this deck did not yet add a description for what is included in this deck.
10  cards
OASDI
The creator of this deck did not yet add a description for what is included in this deck.
12  cards
Retirement Plans
The creator of this deck did not yet add a description for what is included in this deck.
18  cards
Qualified Plan Rules and Options
The creator of this deck did not yet add a description for what is included in this deck.
14  cards
More Qualified Plan Rules and Options
The creator of this deck did not yet add a description for what is included in this deck.
12  cards
Roth and Traditional
The creator of this deck did not yet add a description for what is included in this deck.
11  cards
SEP, SIMPLE, 403B, 457 KEOGH,
The creator of this deck did not yet add a description for what is included in this deck.
7  cards
Regulatory Considerations
The creator of this deck did not yet add a description for what is included in this deck.
7  cards
Plan Selection
The creator of this deck did not yet add a description for what is included in this deck.
7  cards
Distribution Rules
The creator of this deck did not yet add a description for what is included in this deck.
20  cards
Titling and Basics
The creator of this deck did not yet add a description for what is included in this deck.
24  cards
Estate Tax
The creator of this deck did not yet add a description for what is included in this deck.
15  cards
Gifting
The creator of this deck did not yet add a description for what is included in this deck.
12  cards
Incapacity Planning
The creator of this deck did not yet add a description for what is included in this deck.
13  cards
Trusts
The creator of this deck did not yet add a description for what is included in this deck.
20  cards
Trusts-Minors
The creator of this deck did not yet add a description for what is included in this deck.
9  cards
Estate Planning -Charity
The creator of this deck did not yet add a description for what is included in this deck.
13  cards
EP- Life insurance/valuation/Strategies
The creator of this deck did not yet add a description for what is included in this deck.
18  cards
Intra-Family Transfers and Business Transfers
The creator of this deck did not yet add a description for what is included in this deck.
15  cards

More about CFP 3/17

  • Class purpose General learning

The creator of this class did not yet add a description for what is included in this class.

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