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DANKO CFP FC REVIEW

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

By: Gregg Burmaster
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Decks in this class (7)

General Principles
The cfp board was founded in what...,
Within how many days must a cfp i...,
How many ce hours per reporting p...
127  cards
Insurance Planning
Risk,
Peril,
Hazard
158  cards
Investment Planning
What is unsystematic non systemat...,
What is systematic risk,
What are the types of systematic ...
179  cards
Tax Planning
What are the eligibility requirem...,
Tax basis for partnership llc,
Property classes
276  cards
Retirement Planning
401k,
What does in todays dollars mean,
Calculator steps to follow write ...
221  cards
Estate Planning
Summary of rules regarding gifts ...,
5 or 5 power,
Gift estate tax implications gene...
193  cards
Code Words: Behavioral Finance, Code of Ethics, Standard of Conduct
Heuristics,
Behavioral finance,
Anchoring
75  cards

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DANKO CFP FC REVIEW

  • Class purpose General learning

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