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B B
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Decks in this class (24)
Core Curriculum Chapter 1
What are the six key areas of fin...,
What professional skills are requ...,
What is the purpose of the cfp ce...
15
cards
Core Curriculum Chapter 2
Economic fundamentals what is the...,
Economic fundamentals what is the...,
The economic cycle what are the p...
36
cards
Core Curriculum Chapter 3
Personal finance objectives what ...,
Personal finance objectives why i...,
Personal finance objectives what ...
22
cards
Core Curriculum Chapter 4
Government benefits what is the c...,
Cpp what is the purpose of cpp en...,
Cpp how does early and late retir...
17
cards
Core Curriculum Chapter 5
Tvm what is the time value of mon...,
Tvm what is an annuity 2,
Tvm what is present value pv 3
21
cards
Core Curriculum Chapter 6
Legal system what are the main le...,
Court system what types of courts...,
Tort law what is a tort 3
18
cards
Core Curriculum Chapter 7
Principles of taxation what is th...,
Tax system how does canada s prog...,
Tax avoidance vs tax evasion what...
20
cards
Core Curriculum Chapter 8
Business structures what are the ...,
Sole proprietorship what are the ...,
Partnership how is a partnership ...
19
cards
Core Curriculum Chapter 9
Tax basics what is adjusted cost ...,
Alternative minimum tax what is t...,
Arm s length transactions what is...
20
cards
Core Curriculum Chapter 10
Saving vs investing what is the d...,
Investment objectives what factor...,
Guaranteed investment certificate...
12
cards
Core Curriculum Chapter 11
Direct vs indirect real estate wh...,
Leverage what is the risk of borr...,
Commodities how do investors gain...
12
cards
Core Curriculum Chapter 12
Risk management what are the main...,
Insurance law how is insurance re...,
Insurance contracts what are the ...
8
cards
Core Curriculum Chapter 13
Registered investments what are t...,
Rrsp contributions how is rrsp ro...,
Rrif what happens to an rrsp at a...
8
cards
Core Curriculum Chapter 14
Longevity risk why is estimating ...,
Retirement income strategies what...,
Annuities what are the two main t...
5
cards
Core Curriculum Chapter 15
Wills what are the three essentia...,
Estate freeze what is the purpose...,
Buy sell agreement how does a buy...
5
cards
Core Curriculum Chapter 16
System 1 vs system 2 thinking how...,
Money scripts what are money scri...,
Cognitive load how does stress af...
6
cards
Core Curriculum Chapter 17
Regulation of financial planning ...,
Fp canada code of ethics what is ...,
Securities law when does a financ...
7
cards
Core Curriculum Chapter 18
Banking regulation what legislati...,
Investor protection how do securi...,
Capital requirements how are bank...
7
cards
Advanced Curriculum Chapter 1_Corporate Taxation and Structures
Business structures what are the ...,
Sole proprietorships what are the...,
Partnerships how is a general par...
7
cards
Advanced Curriculum Chapter 2_Financial Planning for Business Owners
Capital gains reinvestment how ca...,
Capital gains reserve how long ca...,
Farming fishing rollovers how do ...
8
cards
Advanced Curriculum Chapter 3_Retirement Planning for Business Owners
Rrsp rules what income qualifies ...,
Individual pension plan ipp who i...,
Ipp benefits what are the advanta...
6
cards
Advanced Curriculum Chapter 4_Risk Management & Insurance
Critical illness insurance cii wh...,
Cii underwriting what factors aff...,
Long term care insurance ltci wha...
8
cards
Advanced Curriculum Chapter 5_Family Law Contracts
Marriage vs common law how does m...,
Separation vs divorce what are th...,
Child support how are child suppo...
7
cards
Advanced Curriculum Chapter 6_Estate Planning
Will what are the key functions o...,
Intestacy how are assets distribu...,
Types of trusts what is a henson ...
6
cards
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CFP Canada 2025
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