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CFP - Review Cards

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

By: Kristen Ahlenius
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Decks in this class (17)

Insurance
Elements of an insurable risk 1,
What type of company is most like...,
Risk avoidance 3
91  cards
General Principles
Heuristic 1,
Quantitative data vs qualitative ...,
What should you do if a client wa...
30  cards
Income Tax
Primary source of all tax law 1,
What can be cited as precedent be...,
Step transaction 3
147  cards
Retirement
Needs analysis retirement steps 1,
Blank 2,
What should a planner do to compe...
125  cards
Investments
Are cds marketable 1,
Are cds negotiable 2,
What kind of risk do cds carry 3
138  cards
Miscellaneous Reading "Misses"
What type of risks do cds carry 1,
Commercial paper 2,
Discount bond 3
28  cards
Live Review Cards
Tax equivalent yield 1,
Bond duration 2,
Lower coupon what duration 3
194  cards
Estate Planning
Testator 1,
Testamentary trusts and probate 2,
Assets included in the probate es...
65  cards
Quiz Misses
Hone in on the questions missed in the quizzes and final exams.
60  cards
Final Pass Through of the PreStudy
An individual is required to file...,
Taxation of punitive damages and ...,
Taxation of scholarship 3
36  cards
Question Bank Misses
From the final 6 quiz blocks
110  cards
Retirement Live Review
Social security coverage exceptio...,
Taxation of social security benef...,
Section 415 3
38  cards
Investments Live Review
A final pass of the investments live review section
57  cards
Insurance Live Review
Risk vs peril vs hazard 1,
Characteristics of insurable risk 2,
Principle of indemnity 3
48  cards
Income Tax Live Review
Can be cited as precedent 1,
Primary source of all tax law 2,
Dates for paying estimated taxes 3
63  cards
Estates Live Review
Community property basic defintion 1,
Community property survivorship r...,
Name the two most common non comm...
79  cards
Mini Cases Missed Questions
0  cards

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CFP - Review Cards

  • Class purpose General learning

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