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

Flashcard maker: ryan halvorson

Decks in this class (51)

Rules of Conduct
The creator of this deck did not yet add a description for what is included in this deck.
37  cards
Code of Ethics
The creator of this deck did not yet add a description for what is included in this deck.
7  cards
Financial Planning Practice Standards
The creator of this deck did not yet add a description for what is included in this deck.
27  cards
Candidate Fitness Standards
The creator of this deck did not yet add a description for what is included in this deck.
4  cards
Function, Purpose, and Regulation of Financial Institutions
The creator of this deck did not yet add a description for what is included in this deck.
13  cards
Financial Services Regulations and Requirements
The creator of this deck did not yet add a description for what is included in this deck.
20  cards
Financial Planning Process
The creator of this deck did not yet add a description for what is included in this deck.
7  cards
Cash Flow Management
The creator of this deck did not yet add a description for what is included in this deck.
10  cards
Economic Concepts
The creator of this deck did not yet add a description for what is included in this deck.
20  cards
Education Funding
The creator of this deck did not yet add a description for what is included in this deck.
16  cards
Principles of Risk and Insurance
The creator of this deck did not yet add a description for what is included in this deck.
27  cards
Health Insurance and Health Care Cost Management
The creator of this deck did not yet add a description for what is included in this deck.
40  cards
Disability Income Insurance & LTC
The creator of this deck did not yet add a description for what is included in this deck.
16  cards
Life Insurance
The creator of this deck did not yet add a description for what is included in this deck.
47  cards
Characteristics, uses, and taxation of investment vehicles
The creator of this deck did not yet add a description for what is included in this deck.
36  cards
Types of Investment Risk
The creator of this deck did not yet add a description for what is included in this deck.
15  cards
Quantitative Investment Concepts
The creator of this deck did not yet add a description for what is included in this deck.
18  cards
Measures of Investment Return
The creator of this deck did not yet add a description for what is included in this deck.
11  cards
Investment Theory
The creator of this deck did not yet add a description for what is included in this deck.
22  cards
Bond and Stock Valuation Concepts
The creator of this deck did not yet add a description for what is included in this deck.
8  cards
Portfolio Development and Analysis
The creator of this deck did not yet add a description for what is included in this deck.
16  cards
Investment Strategies
The creator of this deck did not yet add a description for what is included in this deck.
17  cards
Alternative Investments
The creator of this deck did not yet add a description for what is included in this deck.
10  cards
Securities Laws
The creator of this deck did not yet add a description for what is included in this deck.
17  cards
Income Tax Law Fundamentals
The creator of this deck did not yet add a description for what is included in this deck.
31  cards
Income Tax Compliance & Calculations
The creator of this deck did not yet add a description for what is included in this deck.
60  cards
Characteristics and Income Taxation of Business Entities
The creator of this deck did not yet add a description for what is included in this deck.
38  cards
Income Taxation of Trusts and Estates
The creator of this deck did not yet add a description for what is included in this deck.
11  cards
Alternative Minimum Tax (AMT)
The creator of this deck did not yet add a description for what is included in this deck.
12  cards
Tax Reduction/Minimization Techniques
The creator of this deck did not yet add a description for what is included in this deck.
6  cards
Tax Consequences of Property Transactions
The creator of this deck did not yet add a description for what is included in this deck.
33  cards
Passive Activity and At-Risk Rules
The creator of this deck did not yet add a description for what is included in this deck.
7  cards
Tax Implications of Special Circumstances
The creator of this deck did not yet add a description for what is included in this deck.
16  cards
Charitable/Philanthropic Contributions and Deductions
The creator of this deck did not yet add a description for what is included in this deck.
16  cards
Social Security and Medicare
The creator of this deck did not yet add a description for what is included in this deck.
15  cards
Medicaid
The creator of this deck did not yet add a description for what is included in this deck.
14  cards
Types of Retirement Plans
The creator of this deck did not yet add a description for what is included in this deck.
23  cards
Qualified Plan Rules and Options
The creator of this deck did not yet add a description for what is included in this deck.
26  cards
Other Tax-Advantaged Retirement Plans
The creator of this deck did not yet add a description for what is included in this deck.
11  cards
Regulatory Considerations
The creator of this deck did not yet add a description for what is included in this deck.
11  cards
Key Factors Affecting Plan Selection for Businesses
The creator of this deck did not yet add a description for what is included in this deck.
29  cards
Distribution Rules and Taxation
The creator of this deck did not yet add a description for what is included in this deck.
29  cards
Business Succession Planning
The creator of this deck did not yet add a description for what is included in this deck.
2  cards
Characteristics and Consequences of Property Titling
The creator of this deck did not yet add a description for what is included in this deck.
19  cards
Strategies to Transfer Property
The creator of this deck did not yet add a description for what is included in this deck.
27  cards
Estate Planning Documents
The creator of this deck did not yet add a description for what is included in this deck.
16  cards
Gift and Estate Tax Compliance
The creator of this deck did not yet add a description for what is included in this deck.
32  cards
Sources of Estate Liquidity
The creator of this deck did not yet add a description for what is included in this deck.
19  cards
Types, Features, and Taxation of Trusts
The creator of this deck did not yet add a description for what is included in this deck.
22  cards
Marital Deduction
The creator of this deck did not yet add a description for what is included in this deck.
23  cards
Intra-Family and Other Business Transfer Techniques
The creator of this deck did not yet add a description for what is included in this deck.
21  cards

More about
CFP

  • 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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