This class was created by Brainscape user Jason Waugh. Visit their profile to learn more about the creator.
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Jason Waugh
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Decks in this class (6)
CFP General Principles
Financial advice 1,
Financial planning 2,
3 aspects of fiduciary duty 3
71
cards
Retirement Planning
Features common to all dc plans 1,
Dc profit sharing plans 2,
Dc pension plans 3
16
cards
Tax Planning
In a 1031 like kind exchange a re...,
The tax formula 2,
Exclusions from income 3
42
cards
Investment Planning
Systematic non diversifiable risks 1,
Unsystematic diversifiable risk 2,
Sharpe ratio 3
11
cards
Estate Planning
Per capita 1,
Per stirpes 2,
Per capita by generation 3
5
cards
Risk Management/Insurance Planning
Permitted 1035 exchanges 1,
Named perils ho ins 2,
Open perils ho ins 3
14
cards
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CFP Test Prep
- Class purpose General learning
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