Decks in this Class (51):
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Rules Of Conduct
Rules of Conduct
Sample Cards:what are the rules of conduct,1,1137 CardsPreview Flashcards -
Code Of Ethics
Code of Ethics
Sample Cards:principle 1,principle 2,principle 37 CardsPreview Flashcards -
Financial Planning Practice Standards
Financial Planning Practice Standards
Sample Cards:what are the practice standards intended,practice standards 100 series,100_127 CardsPreview Flashcards -
Candidate Fitness Standards
Candidate Fitness Standards
Sample Cards:what are the fitness standards,conduct deemed unacceptable,conduct deemed a presumptive bar4 CardsPreview Flashcards -
Function Purpose And Regulation Of Finan
Function, Purpose, and Regulation of Financial Institutions
Sample Cards:banks,who regulated banks,credit unions13 CardsPreview Flashcards -
Financial Services Regulations And Requi
Financial Services Regulations and Requirements
Sample Cards:registration and licensing,primary finra licenses,two primary insurance licenses20 CardsPreview Flashcards -
Financial Planning Process
Financial Planning Process
Sample Cards:what is the purpose of the financial pla,steps in the financial planning process,establishing client planner relationship7 CardsPreview Flashcards -
Cash Flow Management
Cash Flow Management
Sample Cards:three stages in the budgeting process,liquidity,marketability10 CardsPreview Flashcards -
Economic Concepts
Economic Concepts
Sample Cards:law of demand,elastic,inelastic20 CardsPreview Flashcards -
Education Funding
Education Funding
Sample Cards:needs analysis,american opportunity credit,calculating the american opportunity cre16 CardsPreview Flashcards -
Principles Of Risk And Insurance
Principles of Risk and Insurance
Sample Cards:risk,peril,hazard27 CardsPreview Flashcards -
Health Insurance And Health Care Cost Ma
Health Insurance and Health Care Cost Management
Sample Cards:coinsurance,stop loss limit,deductibles40 CardsPreview Flashcards -
Disability Income Insurance Ltc
Disability Income Insurance & LTC
Sample Cards:three primary definitions of disability,social security definition of disability,own occupation16 CardsPreview Flashcards -
Life Insurance
Life Insurance
Sample Cards:two primary types of life insurance,factors to consider when choosing life i,participating and non participating poli47 CardsPreview Flashcards -
Characteristics Uses And Taxation Of Inv
Characteristics, uses, and taxation of investment vehicles
Sample Cards:cash and cash equivalents,certificate of deposit cd,money market funds36 CardsPreview Flashcards -
Types Of Investment Risk
Types of Investment Risk
Sample Cards:systematic risk,purchasing power risk,reinvestment rate risk15 CardsPreview Flashcards -
Quantitative Investment Concepts
Quantitative Investment Concepts
Sample Cards:normal probability distribution,lognormal probability distribution,skewness18 CardsPreview Flashcards -
Measures Of Investment Return
Measures of Investment Return
Sample Cards:geometric average return,time weighted return,dollar weighted return11 CardsPreview Flashcards -
Investment Theory
Investment Theory
Sample Cards:modern portfolio theory,capital market line cml,mean variance optimization22 CardsPreview Flashcards -
Bond And Stock Valuation Concepts
Bond and Stock Valuation Concepts
Sample Cards:bond relationships,bond duration,duration convexity relationships8 CardsPreview Flashcards -
Portfolio Development And Analysis
Portfolio Development and Analysis
Sample Cards:fundamental analysis,top down analysis,bottom up analysis16 CardsPreview Flashcards -
Investment Strategies
Investment Strategies
Sample Cards:market timing,buy and hold,portfolio immunization17 CardsPreview Flashcards -
Alternative Investments
Alternative Investments
Sample Cards:real estate investments,net operating income noi,reits10 CardsPreview Flashcards -
Securities Laws
Securities Laws
Sample Cards:securities act of 1933,securities exchange act of 1934,securities and exchange rule 14517 CardsPreview Flashcards -
Income Tax Law Fundamentals
Income Tax Law Fundamentals
Sample Cards:primary sources of tax law,statutory primary sources,executive primary sources31 CardsPreview Flashcards -
Income Tax Compliance Calculations
Income Tax Compliance & Calculations
Sample Cards:form 1040ez,married filing jointly,married filing separately60 CardsPreview Flashcards -
Characteristics And Income Taxation Of B
Characteristics and Income Taxation of Business Entities
Sample Cards:sole proprietorship,general partnership,limited partnership38 CardsPreview Flashcards -
Income Taxation Of Trusts And Estates
Income Taxation of Trusts and Estates
Sample Cards:filing requirements,choice of taxable year,tax treatment of distributions to benefi11 CardsPreview Flashcards -
Alternative Minimum Tax Amt
Alternative Minimum Tax (AMT)
Sample Cards:amt,computing the amti,private activity bonds12 CardsPreview Flashcards -
Tax Reduction Minimization Techniques
Tax Reduction/Minimization Techniques
Sample Cards:income shifting,intra family transfer of closely held bu,deferral of income6 CardsPreview Flashcards -
Tax Consequences Of Property Transaction
Tax Consequences of Property Transactions
Sample Cards:capital assets defined,basis,basis for gifts33 CardsPreview Flashcards -
Passive Activity And At Risk Rules
Passive Activity and At-Risk Rules
Sample Cards:at risk rules,passive activity,material participation7 CardsPreview Flashcards -
Tax Implications Of Special Circumstance
Tax Implications of Special Circumstances
Sample Cards:dependency exemptions,filing status,medical expenses16 CardsPreview Flashcards -
Charitable Philanthropic Contributions A
Charitable/Philanthropic Contributions and Deductions
Sample Cards:charitable contrbutions,tax exempt entities,public charities16 CardsPreview Flashcards -
Social Security And Medicare
Social Security and Medicare
Sample Cards:paying into the system,who is not covered by oasdi,family employment rules15 CardsPreview Flashcards -
Medicaid
Medicaid
Sample Cards:program structure,mandatory benefits,optional benefits14 CardsPreview Flashcards -
Types Of Retirement Plans
Types of Retirement Plans
Sample Cards:qualified plans,characteristics of qualified plans,characteristics of non qualified plans23 CardsPreview Flashcards -
Qualified Plan Rules And Options
Qualified Plan Rules and Options
Sample Cards:age and service requirements and minimum,qualified plans minimum coverage require,highly compensated employees hces26 CardsPreview Flashcards -
Other Tax Advantaged Retirement Plans
Other Tax-Advantaged Retirement Plans
Sample Cards:traditional ira contributions,calculation of partial ira deduction,roth ira11 CardsPreview Flashcards -
Regulatory Considerations
Regulatory Considerations
Sample Cards:erisa,department of labor regulations,fiduciary11 CardsPreview Flashcards -
Key Factors Affecting Plan Selection For
Key Factors Affecting Plan Selection for Businesses
Sample Cards:profit sharing plan suitability factors,profit sharing plan advantages,profit sharing plan disadvantages29 CardsPreview Flashcards -
Distribution Rules And Taxation
Distribution Rules and Taxation
Sample Cards:circumstances where 10 early withdrawal,substantially equal and periodic payment,minimum distribution method 72 t29 CardsPreview Flashcards -
Business Succession Planning
Business Succession Planning
Sample Cards:succession planning importance,documenting guidelines for family partic2 CardsPreview Flashcards -
Characteristics And Consequences Of Prop
Characteristics and Consequences of Property Titling
Sample Cards:community property states,sole ownership,jtwros19 CardsPreview Flashcards -
Strategies To Transfer Property
Strategies to Transfer Property
Sample Cards:the probate process,operation of law,trusts27 CardsPreview Flashcards -
Estate Planning Documents
Estate Planning Documents
Sample Cards:types of fiduciaries,fiduciary duties,power of attorney poa16 CardsPreview Flashcards -
Gift And Estate Tax Compliance
Gift and Estate Tax Compliance
Sample Cards:gift tax filing requirements,differences between gift and estate taxe,qualified transfers32 CardsPreview Flashcards -
Sources Of Estate Liquidity
Sources of Estate Liquidity
Sample Cards:estate liquidity defined,techniques for improving estate liquidit,buy sell agreements19 CardsPreview Flashcards -
Types Features And Taxation Of Trusts
Types, Features, and Taxation of Trusts
Sample Cards:simple and complex trusts,testamentary trust,totten trust22 CardsPreview Flashcards -
Marital Deduction
Marital Deduction
Sample Cards:marital deduction requirements,life estates,power of appointment trust marital or a23 CardsPreview Flashcards -
Intra Family And Other Business Transfer
Intra-Family and Other Business Transfer Techniques
Sample Cards:grantor trusts,grantor retained income trust grit,nonfamily grits21 CardsPreview Flashcards
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