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CFP® flashcards

LMs BIF CFP Review

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

By: Laurie McClosky
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Decks in this class (10)

Insurance
Life insurance is a gift when,
Deferred vs immediate annuityhow ...,
Exclusion ratio on annuity payouts
81  cards
Investments
Accredited investors appendix,
Benchmarks,
Bond prices sensitivity to change...
92  cards
Retirement
Qualified vs tax advantage vs nq ...,
L,
Inherited roth iras
81  cards
Tax
Accrual method,
Amt isos most likely amt test,
Amt formula
81  cards
Estate
2503 c trust,
2503b qualifying minor s trust or...,
3 year rule importantappendix
109  cards
Gen Prin: All Other
Efc expected family contribution ...,
Education funding overview,
Step 2 educationinterest rate to use
53  cards
Gen Prin: Psych
Framing,
Heuristic,
Bias
33  cards
Gen Pr: Cfp Board
Fitness standardsfor those wantin...,
Fitness standards other adverse c...,
Fitness standards conduct deemed ...
29  cards
Final Review
Yield curve and duration shirt en...,
Stock optionsknow in the money an...,
Intrinsic value of an option
36  cards
1 Reminders
Basic reminders,
Rtfq rtfa,
Watch out for
7  cards

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LMs BIF CFP Review

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