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CFP® flashcards

I Will PASS the CFP

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

By: Kimberly Mamaril
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Decks in this class (6)

Retirement
If someone returns to work after ...,
When can a surviving spouse be en...,
What is an option for a company w...
61  cards
General Principles
Sales related compensation,
What are the exceptions to filing...,
A cfp professional must report wh...
7  cards
Insurance
Life insurance policy nonforfeitu...,
Life insurance policy dividend op...,
Life insurance policy settlement ...
3  cards
Investments
0  cards
Tax
What type of interest is deductib...,
On what tax forms are s corporati...,
Which of the following are allowa...
3  cards
Estate
Tenancy by the entirety may be se...,
Tom and his son jr paid 1 000 000...,
Grandpa dies in 2023 which of the...
17  cards

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I Will PASS the CFP

  • Class purpose General learning

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