This class was created by Brainscape user Kimberly Papik. Visit their profile to learn more about the creator.
Flashcard maker:
Kimberly Papik
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Decks in this class (48)
Financial Planning Process
No deck description has yet been added by the author.
46
cards
Insurance
No deck description has yet been added by the author.
39
cards
Ethics and Law
No deck description has yet been added by the author.
21
cards
College Planning
No deck description has yet been added by the author.
15
cards
Economic Concepts
No deck description has yet been added by the author.
23
cards
Homeowners and Auto Insurance
No deck description has yet been added by the author.
22
cards
Medical Insurance
No deck description has yet been added by the author.
11
cards
Disability and LTC Insurance
No deck description has yet been added by the author.
27
cards
Individual Life Insurance
No deck description has yet been added by the author.
36
cards
Taxation Life Insurance
No deck description has yet been added by the author.
6
cards
Business Use Insurance
No deck description has yet been added by the author.
10
cards
Annuities
No deck description has yet been added by the author.
7
cards
Group Life and Disability Insurance
No deck description has yet been added by the author.
11
cards
Other Employee Benefits
No deck description has yet been added by the author.
10
cards
Investment Vehicles - Fixed Income
No deck description has yet been added by the author.
34
cards
Investment Vehicles - Stocks, REITS, Investment Co
No deck description has yet been added by the author.
16
cards
Investment Vehicles- Characteristics, Use and Tax
No deck description has yet been added by the author.
7
cards
Quantitative Investment Concepts
No deck description has yet been added by the author.
18
cards
Measures of Investment Return
No deck description has yet been added by the author.
13
cards
Bond and Stock Valuation
No deck description has yet been added by the author.
14
cards
Income Tax Fundamentals
No deck description has yet been added by the author.
12
cards
Income Tax Calculations
No deck description has yet been added by the author.
29
cards
Tax Accounting
No deck description has yet been added by the author.
10
cards
Taxation of Business Entities
No deck description has yet been added by the author.
15
cards
Tax Trusts and Estates
No deck description has yet been added by the author.
9
cards
Basis/ Depreciation/ Cost Recovery
No deck description has yet been added by the author.
11
cards
Tax Consequences Like Kind Exchanges and Disposition Property
No deck description has yet been added by the author.
19
cards
AMT
No deck description has yet been added by the author.
7
cards
Passive Activity/ Tax Special Circumstances
No deck description has yet been added by the author.
17
cards
Charitable Contributions and Deductions
No deck description has yet been added by the author.
10
cards
OASDI
No deck description has yet been added by the author.
12
cards
Retirement Plans
No deck description has yet been added by the author.
18
cards
Qualified Plan Rules and Options
No deck description has yet been added by the author.
14
cards
More Qualified Plan Rules and Options
No deck description has yet been added by the author.
12
cards
Roth and Traditional
No deck description has yet been added by the author.
11
cards
SEP, SIMPLE, 403B, 457 KEOGH,
No deck description has yet been added by the author.
7
cards
Regulatory Considerations
No deck description has yet been added by the author.
7
cards
Plan Selection
No deck description has yet been added by the author.
7
cards
Distribution Rules
No deck description has yet been added by the author.
20
cards
Titling and Basics
No deck description has yet been added by the author.
24
cards
Estate Tax
No deck description has yet been added by the author.
15
cards
Gifting
No deck description has yet been added by the author.
12
cards
Incapacity Planning
No deck description has yet been added by the author.
13
cards
Trusts
No deck description has yet been added by the author.
20
cards
Trusts-Minors
No deck description has yet been added by the author.
9
cards
Estate Planning -Charity
No deck description has yet been added by the author.
13
cards
EP- Life insurance/valuation/Strategies
No deck description has yet been added by the author.
18
cards
Intra-Family Transfers and Business Transfers
No deck description has yet been added by the author.
15
cards
More about
CFP 3/17
- Class purpose General learning
The creator of this class did not yet add a description for what is included in this class.
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