This class was created by Brainscape user Jay Pink. Visit their profile to learn more about the creator.
By:
Jay Pink
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Decks in this class (12)
Professional Conduct and Regulation (8%)
Integrity a2,
Competence a3,
Digiligence a4
14
cards
General Principals and Financial Planning (15%)
Business cycle stages,
Early expansion stage characteris...,
Mid expansion stage characteristics
43
cards
Risk Management and Insurance Planning (11%)
4 ways to address risk,
Hsa contribution limits,
Hdhp limits
40
cards
Investment Planning (17%)
Money markets,
Primary market,
Secondary market
60
cards
Tax Planning (14%)
Form 1040 tax formula the tax flow,
Tax exclusions,
Above the line deductionsdeductio...
65
cards
Retirement Savings and Income Planning (18%)
Defined contribution plan types,
Dc plan vesting,
Dc plan contribution limits
78
cards
Estate Planning (10%)
What creates an invalid will,
4 types of wills,
Per capita
40
cards
Psychology of Financial Planning (7%)
0
cards
Key Insurance Terms
Peril,
Hazard,
Physical hazard
19
cards
Tax Forms & Schedules
Form 1040,
Form 1040x,
Form 1040es
26
cards
Behavioral Finance Biases
Affluenza,
Allais paradox,
Ambiguous loss
97
cards
CFP Exam Formulas
V d1r gd1 next year s dividendr t...,
R d1p gd1 next year s dividendp m...,
Covij ij i j ij correlation betwe...
19
cards
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CFP Prep
- Class purpose General learning
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