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CFP® flashcards

CFP Exam

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

By: Gordon Schneider
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Decks in this class (12)

Taxation
Max 2024 rsp contribution room,
Strategy for lost rsp contributio...,
Attribution timeline on s rsp
34  cards
Registered Accounts
What are non arm length entities ...,
Becoming a non resident with tfsa,
Uncommon resp strategy
26  cards
Estate Planning
Is a will voided after a marriage...,
Estate distribution without a will,
Division of assets in divorce on
25  cards
Insurance
Taxation of life insurance procee...,
Two types of life insurance,
Taxation of life insurance policy...
10  cards
Retirement Planning
Rule of thumb of retirement income,
Oas clawback 2024,
3 types of annuities
19  cards
Financial Calculations
Formula for time value of money
1  cards
Calculations
Thierry purchased a bond with a f...,
Ordinary annuity annuity due
2  cards
Misc. - HB
What is prospet theory,
Odd lot theory,
Barron s confidence theory
6  cards
Calculations
Monthly to annual interest,
Annual to monthly rate,
Rif payment
3  cards
Risk
Income oriented strategic aa,
Growth oriented strategic aa,
Balances strategic aa
8  cards
Securities
T bills vs bonds,
What signal would a ta issue for ...,
What is a spot price
43  cards
Business Owners
What expenses are deductible for ...,
What expenses are deductible for ...,
What expenses are deductible by a...
4  cards

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CFP Exam

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