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CFP Additional Need To Know

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

By: Alyssa Fuertes
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Decks in this class (7)

Formulas & Calcs
Current yield,
Property intrinsic value,
Intrinsic value of a call
34  cards
WAB General Principles
Net worth is _______ by purchasin...,
Coverdell esa accounts,
If a client takes a reverse mortg...
27  cards
WAB Insurance
Under cobra the employer can charge,
Partial disability rider is,
To exercise a guaranteed insuranc...
31  cards
WAB Investments
Bonds are affected by,
Treasuries are affected by,
Markowitz model uses
28  cards
WAB Income tax
Taxable amount of annuity payments,
Section 179,
Entertainment expenses are
45  cards
WAB Retirement
Social security eligibility,
Social security spousal eligibility,
Ss taxation of benefits
48  cards
WAB Estate
Dynasty trusts are a _______ trus...,
What is added to the taxable esta...,
What is subtracted from the gross...
37  cards

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CFP Additional Need To Know

  • Class purpose General learning

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