CFP 3/17 Flashcards

Tags: CFP, Financial Exams, Professional Certifications

Decks in this Class (48):

  • Financial Planning Process
    46 Cards
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  • Insurance
    39 Cards
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  • Ethics And Law
    21 Cards
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  • College Planning
    15 Cards
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  • Economic Concepts
    23 Cards
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  • Homeowners And Auto Insurance
    22 Cards
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  • Medical Insurance
    11 Cards
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  • Disability And Ltc Insurance
    27 Cards
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  • Individual Life Insurance
    36 Cards
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  • Taxation Life Insurance
    6 Cards
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  • Business Use Insurance
    10 Cards
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  • Annuities
    7 Cards
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  • Group Life And Disability Insurance
    11 Cards
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  • Other Employee Benefits
    10 Cards
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  • Investment Vehicles Fixed Income
    34 Cards
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  • Investment Vehicles Stocks Reits Investme
    16 Cards
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  • Investment Vehicles Characteristics Use A
    7 Cards
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  • Quantitative Investment Concepts
    18 Cards
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  • Measures Of Investment Return
    13 Cards
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  • Bond And Stock Valuation
    14 Cards
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  • Income Tax Fundamentals
    12 Cards
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  • Income Tax Calculations
    29 Cards
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  • Tax Accounting
    10 Cards
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  • Taxation Of Business Entities
    15 Cards
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  • Tax Trusts And Estates
    9 Cards
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  • Basis Depreciation Cost Recovery
    11 Cards
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  • Tax Consequences Like Kind Exchanges And
    19 Cards
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  • Amt
    7 Cards
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  • Passive Activity Tax Special Circumstance
    17 Cards
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  • Charitable Contributions And Deductions
    10 Cards
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  • Oasdi
    12 Cards
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  • Retirement Plans
    18 Cards
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  • Qualified Plan Rules And Options
    14 Cards
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  • More Qualified Plan Rules And Options
    12 Cards
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  • Roth And Traditional
    11 Cards
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  • Sep Simple 403b 457 Keogh
    7 Cards
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  • Regulatory Considerations
    7 Cards
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  • Plan Selection
    7 Cards
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  • Distribution Rules
    20 Cards
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  • Titling And Basics
    24 Cards
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  • Estate Tax
    15 Cards
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  • Gifting
    12 Cards
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  • Incapacity Planning
    13 Cards
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  • Trusts
    20 Cards
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  • Trusts Minors
    9 Cards
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  • Estate Planning Charity
    13 Cards
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  • Ep Life Insurance Valuation Strategies
    18 Cards
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  • Intra Family Transfers And Business Trans
    15 Cards
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