Brainscape's Knowledge GenomeTM

Browse over 1 million classes created by top students, professors, publishers, and experts.


See full index

CPWA Test Prep

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

By: Dave Debreceni
Start Studying

Decks in this class (12)

Ethics
What is the primary objective of ...,
What does code principle 1 requir...,
Under code principle 3 what must ...
20  cards
Behavioral Finance
What is the main focus of behavio...,
What is prospect theory and who d...,
Describe loss aversion in behavio...
42  cards
Family Dynamics
What are the four main types of f...,
What is the immigrants and native...,
What percentage of family wealth ...
30  cards
Tax Planning
What is the marginal tax rate,
Explain effective tax rate,
What is alternative minimum tax amt
90  cards
Portfolio Management
What is asset location in portfol...,
List examples of assets suitable ...,
What are examples of assets for t...
91  cards
Risk Management and Asset Protection
What are the main types of insura...,
Describe umbrella liability insur...,
What is private placement life in...
91  cards
Charitable Giving
What is the primary difference be...,
What is the tax deduction limit f...,
What is a donor advised fund daf ...
40  cards
Estate Issues and Wealth Transfer
What is the role of a will in est...,
Define probate and its primary pu...,
What is intestacy and what are it...
80  cards
Portfolio Management2
What is portfolio management,
Name three key areas of focus in ...,
What is asset location in tax awa...
94  cards
Planning for Executives
What does executive compensation ...,
Name three key challenges in exec...,
What are the primary objectives i...
40  cards
Closely Held Business
What are key areas of focus for p...,
Name common financial issues acro...,
Who are angel investors
65  cards
Retirement Management
What is the focus of retirement p...,
What key metrics influence retire...,
What is a 401 k plan
41  cards

More about
CPWA Test Prep

  • Class purpose General learning

Learn faster with Brainscape on your web, iPhone, or Android device. Study Dave Debreceni's CPWA Test Prep flashcards now!

How studying works.

Brainscape's adaptive web mobile flashcards system will drill you on your weaknesses, using a pattern guaranteed to help you learn more in less time.

Learn more about spaced repetition

Add your own flashcards.

Either request "Edit" access from the author, or make a copy of the class to edit as your own. And you can always create a totally new class of your own too!

What's Brainscape anyway?

Brainscape is a digital flashcards platform where you can find, create, share, and study any subject on the planet.

We use an adaptive study algorithm that is proven to help you learn faster and remember longer....

Looking for something else?

CPWA
  • 99 decks
  • 1510 flashcards
  • 111 learners
Decks: Tax Planning, Charitable Planning, Executive Compensation, And more!
Neuro Test 2
  • 19 decks
  • 1034 flashcards
  • 44 learners
Decks: Lecture 11, Lecture 12, More Lecture 12, And more!
Find Flashcards
Make Flashcards
Brainscape helps you reach your goals faster, through stronger study habits.
© 2024 Bold Learning Solutions. Terms and Conditions