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Patrick CFP

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

By: Patrick McDonnal
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Decks in this class (15)

Formulas and Ratios
V d1 r g 1,
R d1 p g 2,
Covij ij i j 3
41  cards
The Business Cycle
Activity rebounds 1,
Gdp is rebounding 2,
Credit is starting to grow 3
22  cards
Tax Flow Identification
Municipal bond interest 1,
Accident and health plans employe...,
Fringe benefits 3
56  cards
Retirement Plan Identification
Annual additions limit inclusions 1,
The types of profit sharing plans 2,
The types of dc pensions 3
63  cards
Property Titling Ownership, Probate, and Wills
Blank 1,
Avd exceptions 2,
Steps in the estate tax process 3
6  cards
Trusts
Which type of trust is required t...,
Which type of trust can accumulat...,
Which type of trust may have a ch...
35  cards
IRA (Based) and Rollovers
Methods of rollover 1,
Number of traditional rollovers a...,
Number of direct transfers allowe...
48  cards
Ethics
When is fiduciary duty required 1,
Components of fiduciary duty 2,
Components of duty of loyalty 3
32  cards
Qualitative and Quantitative Information
Client s health 1,
Client s age 2,
Life expectancy 3
31  cards
Insurance
Identify the last month rule 1,
Describe the penalty for non qual...,
When you can no longer contribute...
61  cards
Investments
Lower risk investments 1,
Higher risk investments 2,
Factors that influence an investo...
57  cards
Laws
Fdic insurance 1,
Purpose of chapter 7 bankruptcy 1,
Purpose of chapter 13 bankruptcy 2
54  cards
Annuities
Identify the ways that you can pu...,
Identify your payment options for...,
Identify how the funds in an annu...
11  cards
More Tax
Section 267 related persons 1,
At risk rule 2,
Passive loss treatment 3
59  cards
Business Stuff
Personal balance sheet items are ...,
Corporate balance sheet items are...,
Order of assets list on balance s...
21  cards

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Patrick CFP

  • Class purpose General learning

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