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Shekar Supanekar
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Decks in this class (35)
Lesson 1 of Investment Planning: Fundamentals of Investments
Forms of underwriting 1,
Best efforts 2,
Firm commitment 3
117
cards
Lesson 2 of Investment Planning: Portfolio Theory
Standard deviation 1,
Sd to calculate a probability of ...,
Exam tip 3
101
cards
Lesson 3 of Investment Planning: Measuring Return
Holding period return formula 1,
Holding period return 2,
Holding period return calculation...
46
cards
Lesson 4 of Investments: Stock Evaluation and Ratio Analysis
Dividend discount model 1,
Dividend discount model formula 2,
If d1 is not given 3
57
cards
Lesson 5 of Investments: Bonds
Us treasury securities 1,
Nonmarketable us treasury issues 2,
Series ee series e bonds 3
53
cards
Lesson 6 of Investments: Bond Valuation
Bond valuation and pricing 1,
Coupon rate 2,
Par value 3
73
cards
Lesson 7 of Investments: Investment Companies
Types of investment companies 1,
Closed end 2,
Open end 3
36
cards
Lesson 8 of Investment Planning: Derivatives
Options 1,
Call options 2,
Put option 3
51
cards
Lesson 9 of Investment Planning: Time Value of Money
What is an annuity due 1,
What is an ordinary annuity 2,
When to accept a project or rejec...
7
cards
Lesson 1 of Fundamentals: Ethics, Law and Code of Ethics
Cfp board code of ethics 1,
Standard of conducts 2,
Fiduciary duty investment advisor...
88
cards
Lesson 2 of Fundamentals: Registered Investment Advisors
1 if an advisor has assets 100m u...,
The sec precludes an advisor from...,
Can advisory contracts be assigne...
20
cards
Lesson 3 of Fundamentals: Elements of Financial Planning And Behavioral Considerations
Introduction to financial planning 1,
Environmental factors 2,
What to know about external facto...
36
cards
Lesson 4 of Fundamentals: Economic Business Cycle, Consumer Protection
Interest rates impact on investme...,
Taxes impact of redistribution of...,
Inflation impact on the cost of g...
106
cards
Lesson 5 of Fundamentals: Internal Analysis
Internal environment 1,
The focus is on the client s 2,
Internal data 3
34
cards
Lesson 6 of Fundamentals: Financial Statements and Analysis
Personal financial statements 1,
Financial statements include 2,
Balance sheet 3
59
cards
Lesson 7 of Fundamentals: Education Planning
Expenses to consider for educatio...,
Financial aid 2,
Fafsa 3
67
cards
Lesson 1 of Insurance: Principles of Insurance
Insurance 1,
Types of risk 2,
Pure risk 3
111
cards
Lesson 2 of Insurance: Life, Health, and Disability Insurance
Why purchase life insurance 1,
The cost of insurance 2,
Approaches to providing adequate ...
206
cards
Lesson 3 of Insurance: Property and Liability Insurance
Property insurance 1,
Liability insurance 2,
Homeowners and automobile insuran...
76
cards
Lesson 4 of Insurance: Social Security
Social security 1,
Taxes on social security 2,
Practice question paul earns 180 ...
36
cards
Lesson 1 of Income Tax Planning: Property Taxation
Categorizing assets for income ta...,
What are capital assets 2,
What are not capital assets 3
146
cards
Lesson 2 of Income Tax Planning: Basic Income Tax
Introduction to individual income...,
What is the basic tax formula 2,
Accounting periods and methods 3
272
cards
Lesson 3 of Income Tax Planning: Administrative
Sources of tax law 1,
Statutory sources 2,
Administrative sources 3
44
cards
Lesson 4 of Income Tax Planning: Depreciation, Amortization, and Depletion
Introduction to cost recovery 1,
Cost of business or income produc...,
What is depreciation 3
66
cards
Lesson 5 of Income Tax Planning: Entities
Introduction 1,
One of the most important decisio...,
Most common forms of business ent...
138
cards
Lesson 1 of Retirement Planning: Introduction to Qualified Plan
Qualified plan overview 1,
Introduction 2,
Different plans chart 3
123
cards
Lesson 2 of Retirement Planning: Pension Plans and Profit Sharing Plans
What amounts for pension plans pb...,
Pensions plans 2,
Background of pension plans 3
175
cards
Lesson 3 of Retirement Planning: Administration of Qualified Plans
Distributions from qualified plans 1,
Distributions options 2,
Pension plans 3
122
cards
Lesson 4 of Retirement Planning: Other Tax-Advantaged Plans
Iras and seps 1,
Important numbers 2023 2,
Chart compares the characterisitc...
147
cards
Lesson 5 of Retirement Benefits: Deferred Compensation and Employee Benefits
Deferred compensation and nonqual...,
Deferred compensation and nonqual...,
Deferred compensation and nonqual...
134
cards
Lesson 6 of Retirement Planning: Alternative Retirement Definitions
Traditional retirement 1,
Alternative retirement 2,
Alternative retirement 3
6
cards
Lesson 1 of Estate Planning: Fundamentals of Estate Planning
Introduction to estate planning 1,
Goals and objectives goals of est...,
Goals and objectives common goals...
83
cards
Lesson 2 of Estate Planning: Gift and Estate Taxes
Gift tax 1,
Gift tax table showing tax rate s...,
Gift tax table showing years 2009...
90
cards
Lesson 3 of Estate Planning: Transfers Outright & In Trust
Lifetime transfers 1,
Arms s length transactions 2,
Arms s length transactions 3
145
cards
Lesson 4 of Estate Planning: Advanced Estate Planning
The unlimited marital deduction 1,
The unlimited marital deduction 2,
Exam question requirements of the...
102
cards
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