This class was created by Brainscape user ryan halvorson. Visit their profile to learn more about the creator.
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ryan halvorson
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Decks in this class (51)
Rules of Conduct
No deck description has yet been added by the author.
37
cards
Code of Ethics
No deck description has yet been added by the author.
7
cards
Financial Planning Practice Standards
No deck description has yet been added by the author.
27
cards
Candidate Fitness Standards
No deck description has yet been added by the author.
4
cards
Function, Purpose, and Regulation of Financial Institutions
No deck description has yet been added by the author.
13
cards
Financial Services Regulations and Requirements
No deck description has yet been added by the author.
20
cards
Financial Planning Process
No deck description has yet been added by the author.
7
cards
Cash Flow Management
No deck description has yet been added by the author.
10
cards
Economic Concepts
No deck description has yet been added by the author.
20
cards
Education Funding
No deck description has yet been added by the author.
16
cards
Principles of Risk and Insurance
No deck description has yet been added by the author.
27
cards
Health Insurance and Health Care Cost Management
No deck description has yet been added by the author.
40
cards
Disability Income Insurance & LTC
No deck description has yet been added by the author.
16
cards
Life Insurance
No deck description has yet been added by the author.
47
cards
Characteristics, uses, and taxation of investment vehicles
No deck description has yet been added by the author.
36
cards
Types of Investment Risk
No deck description has yet been added by the author.
15
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.
11
cards
Investment Theory
No deck description has yet been added by the author.
22
cards
Bond and Stock Valuation Concepts
No deck description has yet been added by the author.
8
cards
Portfolio Development and Analysis
No deck description has yet been added by the author.
16
cards
Investment Strategies
No deck description has yet been added by the author.
17
cards
Alternative Investments
No deck description has yet been added by the author.
10
cards
Securities Laws
No deck description has yet been added by the author.
17
cards
Income Tax Law Fundamentals
No deck description has yet been added by the author.
31
cards
Income Tax Compliance & Calculations
No deck description has yet been added by the author.
60
cards
Characteristics and Income Taxation of Business Entities
No deck description has yet been added by the author.
38
cards
Income Taxation of Trusts and Estates
No deck description has yet been added by the author.
11
cards
Alternative Minimum Tax (AMT)
No deck description has yet been added by the author.
12
cards
Tax Reduction/Minimization Techniques
No deck description has yet been added by the author.
6
cards
Tax Consequences of Property Transactions
No deck description has yet been added by the author.
33
cards
Passive Activity and At-Risk Rules
No deck description has yet been added by the author.
7
cards
Tax Implications of Special Circumstances
No deck description has yet been added by the author.
16
cards
Charitable/Philanthropic Contributions and Deductions
No deck description has yet been added by the author.
16
cards
Social Security and Medicare
No deck description has yet been added by the author.
15
cards
Medicaid
No deck description has yet been added by the author.
14
cards
Types of Retirement Plans
No deck description has yet been added by the author.
23
cards
Qualified Plan Rules and Options
No deck description has yet been added by the author.
26
cards
Other Tax-Advantaged Retirement Plans
No deck description has yet been added by the author.
11
cards
Regulatory Considerations
No deck description has yet been added by the author.
11
cards
Key Factors Affecting Plan Selection for Businesses
No deck description has yet been added by the author.
29
cards
Distribution Rules and Taxation
No deck description has yet been added by the author.
29
cards
Business Succession Planning
No deck description has yet been added by the author.
2
cards
Characteristics and Consequences of Property Titling
No deck description has yet been added by the author.
19
cards
Strategies to Transfer Property
No deck description has yet been added by the author.
27
cards
Estate Planning Documents
No deck description has yet been added by the author.
16
cards
Gift and Estate Tax Compliance
No deck description has yet been added by the author.
32
cards
Sources of Estate Liquidity
No deck description has yet been added by the author.
19
cards
Types, Features, and Taxation of Trusts
No deck description has yet been added by the author.
22
cards
Marital Deduction
No deck description has yet been added by the author.
23
cards
Intra-Family and Other Business Transfer Techniques
No deck description has yet been added by the author.
21
cards
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CFP
- Class purpose General learning
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