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Tim Tidwell
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Decks in this class (11)
Calculator
Pv is almost always negative exce...,
Three steps to help set up your c...,
Common begin mode scenarios 3
7
cards
General Principles
Exam and licensing sequence initi...,
When you see finra think series 2,
When you see investment advisor t...
28
cards
Education Planning
College savings 529 benefits 1,
College savings prepaid tuition 2,
Who can own a 529 plan 3
21
cards
Professional Conduct
When is a cfp held to the fiducia...,
What are the three duties under f...,
Which standard of conduct involve...
13
cards
Insurance Planning
4 elements of insurable risks 1,
Advantages of self insurance 2,
Disadvantages of self insurance 3
114
cards
Investment Planning
What are the risks for corporate ...,
What are the risks for government...,
What are the risks for cds 3
85
cards
Psychology of Financial Planning
The tendency of investors to beco...,
The tendency to hold onto an inve...,
The tendency to make decisions ba...
24
cards
Income Tax Planning
How are the following taxed 1,
Common tax forms schedule a sched...,
For how long can a widow widower ...
55
cards
Retirement Planning
A person is fully insured under s...,
Employment categories not covered...,
Social security eligibility for d...
45
cards
Estate Planning
Community property occurs in 9 st...,
Non community property interests 2,
Jtwros property control ownership...
55
cards
Study Aids
Section 1035 exchanges 1,
Blank 2
2
cards
More about
CFP Exam Prep
- Class purpose General learning
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