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CFP® flashcards

CFP July 2023

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

By: Robert Haverly
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Decks in this class (8)

Retirement
When to select a money purchase p...,
Requirements to use a money purch...,
When to select a target benefit plan
55  cards
Estate
Probate calculation shortcut,
Best way to leave assets to each ...,
Appropriate gift property highly ...
39  cards
Insurance
Method to control losses avoidance,
Method to control losses diversif...,
Method to control losses reduction
60  cards
General Principles
Ppi,
Durable good,
Nondurable goods
58  cards
Investments
Current yield memorize,
Intrinsic value of a call memorize,
Intrinsic value of a put memorize
72  cards
Income Tax
Front of 1040,
Gross income exclusions,
Fringe benefits tax free
66  cards
Important for Exam
Like kind exchanges boot,
Amt payable,
Phantom income insurance
48  cards
Standards of Conduct and Code of Ethics
Duty of care,
Duty of loyalty,
Duty to follow client instructions
11  cards

More about
CFP July 2023

  • Class purpose General learning

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