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Sahal Majoo
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Decks in this class (18)
revision
According to the interest rate ac...,
How long can business investment ...,
How does death benefit receive im...
46
cards
AFP Chapter 2- Client Relationship and Practice Management
Gender and behavioural finance 1,
3 investor personality dimensions 2,
Emotional discovery 3
14
cards
AFP Chapter 3- Asset and Liability Management
How do you calculate gds and tds ...,
What is apr 2,
What debts are included in the de...
14
cards
AFP Chapter 4- Investment Planning
Technical and fundamental analysis 1,
A fixed income investment always ...,
What can you do if a client s ret...
17
cards
Chapter 5- Retirement Planning
What can be excluded from cpp cal...,
Flat benefits plan career average...,
Canada disability savings grant c...
11
cards
AFP 6- Risk Management
What are some personal risks 1,
Group life and health insurance 2,
Absolute assignment afp 6 fp 4 3
18
cards
AFP 7- Family Law
What happens if the spouse is und...,
What are the 4 primary objectives...,
What are the following trusts 3
5
cards
AFP Chapter 8- Estate Planning
What is the survival clause inves...,
What are tax election clause fami...,
How do you avoid probate using 3
9
cards
AFP 9- Tax Planning
Alternative minimum tax amt 1,
Psb afp9 fp2 3 2,
Educational assistance payments e...
10
cards
AFP 10- Professional Conduct, Compliance, and Practice Management
What are the 3 components and 4 r...,
What are the 5 crm triggering eve...,
What is a structured conversation 3
5
cards
FP 2 (1)- The Financial Planning Process
What are the 8 cfp code of ethics 1,
Describe the 4 life cycle approac...,
When would duty of care apply 3
3
cards
FP 2 (2)- Savings Planning and Debt Management
Describe a hypothec 1,
What are the following terms 2,
What are the following 3
4
cards
FP 2 (3)- Investment and Tax Planning
What are the 5 key assumptions in...,
What is the main difference betwe...,
Describe weak form semi strong fo...
4
cards
FP 2 (4)- Insurance Planning
What is a child term rider 1,
What are the following 2,
Deferred annuity 3
5
cards
FP 2 (5)- Retirement Planning
What is a commutable annuity and ...,
Is it permissible for a company p...,
Rca 3
18
cards
FP 2 (6)- Estate Planning
What are some examples of rights ...,
What is a social trust 2,
What is private trust 3
5
cards
FP 2 (7)- Family Law
Parents patriae 1,
4 objectives for court order spou...,
What are the 2 grounds for divorce 3
6
cards
FP 2 (8)- Small Business
Which business valuation method i...,
How do you determine liquidation ...,
Who do not qualify for employment...
5
cards
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AFP 1
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