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CFP (Self Created)

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

By: Andrew Busa
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Decks in this class (10)

Retirement Planning
Eligibility for social security s...,
This kind of annuity provides the...,
This kind of annuity provides ret...
41  cards
Taxes
Who can represent the taxpayer at...,
Hobby loss vs business expense,
True or false scholarship used to...
24  cards
Investments
Details on t bills,
Bankers acceptance,
What are yankee bonds
38  cards
Insurance
High frequency high severity,
High frequency low severity,
High severity low frequency
12  cards
General Principles
Details about the scope of engage...,
What does piti stand for,
Utma
13  cards
Estate Planning
Step up in basis community proper...,
Can tenancy by the entirety be di...,
Can joint tenancy be disclaimed
28  cards
Formulas You Need to Memorize
Current yield,
Propertys intrinsic value,
Intrinsic value of a call
9  cards
Missed Questions (2nd time through)
During analyzing and evaluating s...,
Conflicts of interest are disclos...,
True or false an engagement lette...
110  cards
Missed Questions / Concepts (Final Review)
Will the board publicly publish a...,
After one year can a certificant ...,
Does the fed set the prime rate
73  cards
Missed Questions / Concepts (Final Quizzes 1-8)
Which recommendation could reduce...,
If you cannot get accurate data f...,
If a defined benefit plan is term...
57  cards

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CFP (Self Created)

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