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By:
Michael Mitchell

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Diagnostic Exam and Book 1

How does the federal reserve cont...,

Calculate next year dividend d1,

Forecasted total return

635
cards

Tax - Bryant Course

What are the two goals of tax law,

What number title is the internal...,

What are the references beyond ti...

96
cards

Invesetments - Bryant

Investment company act of 1940 wh...,

Securities act of 1933,

Securities exchange act of 1934

53
cards

4 - Characteristics of the Opportunity Set Under Risk

Frequency distributions,

Expected return skew,

Arithmtic mean

37
cards

Statistics

Normal distribution curve,

The standard deviation

2
cards

Charitable - Pub 526

What is a charitable organization,

Contribution from which ex 1 you ...,

Contributions from which you bene...

51
cards

Practice Quiz 1 (REVIEW MORE)

Justin age 55 earns 50 000 annual...,

Assume a taxpayer is in the 35 ma...,

William sanders age 38 earns 250 ...

26
cards

Equations

Equations

2
cards

Book 3 Pages 52-100

Uncertainty of an investments rea...,

Risk measured by standard deviation,

True or false total risk includes...

158
cards

Book 3 Pages 101 - End

An index in which the value of th...,

True or false a price weighted in...,

True or false an equal but opposi...

256
cards

Book 3 Pages 1-51

What are the different maturities...,

What is the minimum purchase amou...,

Do t bills have default risk

307
cards

Practice Quiz 4

Given the following data for daph...,

All of the following statements a...,

A local businessperson approaches...

25
cards

Practice Quiz 3

Rick sells his ski resort condomi...,

Which of the following statements...,

Place the phases of a typical bus...

25
cards

Book 4 page 1-60

This doctrine stipulates that a t...,

Prohibits an individual to form a...,

This doctrine allows the irs to l...

174
cards

Book 4 Pages 61-120

True or false self employed indiv...,

True or false regular employees c...,

What is the simplified method opt...

182
cards

Book 4 Pages 121-200

Personal use assets and most inve...,

True or false losses from persona...,

True or false losses from investm...

297
cards

Book 6 Pages 1 - 61

The process of accumulation manag...,

Emotional issues such as ____ and...,

What are the costs associated wit...

209
cards

Economic Concepts

Law of demand,

Elastic,

Inelastic

20
cards

Principles of Risk and Insurance

Risk,

Peril,

Hazard

27
cards

Measures of Investment Return

Geometric average return,

Time weighted return,

Dollar weighted return

11
cards

Investment Theory

Modern portfolio theory,

Capital market line cml,

Mean variance optimization

22
cards

Quantitative Investment Concepts

Normal probability distribution,

Lognormal probability distribution,

Skewness

18
cards

Standards of Professional Conduct

Cfp board,

Candidate for cfp certification,

Certificant

65
cards

General Principles

Principles of the cfp board code ...,

Practice standard 100,

Practice standard 200 1

45
cards

Insurance

What is risk,

What is peril,

What is a hazard

49
cards

Investment

Unsystematic risk,

Systematic risk,

Types of systematic risk

43
cards

Income Tax

Subchapter s corporation eligibility,

Tax basis partnership llc,

Property classes

35
cards

Retirement

Basic concepts of social security,

Social security reduction of bene...,

Social security taxation

41
cards

Estate

Non community property interest,

Joint tenancy with rights of surv...,

Tenancy by the entirety

30
cards

General Principles COPY

Principles of the cfp board code ...,

Practice standard 100,

Practice standard 200 1

45
cards

cfp - mjm edits

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Fundamentals Lesson 1, Fundamentals Lesson 2, Fundamentals Lesson 3, And more!

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