Flashcard Secrets for the CFP® Exam - Certified Financial Planner

Flashcard Secrets for the CFP® Exam Certified Financial Planner™ - Buy Online


- Learn How to Quickly Solve Difficult CFP® Test Questions using our Flashcards.


Here's Exactly What You Get With the Flashcard Study System for the CFP® Exam

Financial Planning Process
Code of Ethics
Brokerage Companies
Hope Credit
Balance Sheet
Consumer Protection Laws
Chapter 13 Bankruptcy
Rules
Professional Liability
Child Support
Calculations: Buying or Leasing
(SIPC)
Fixed Rate Loans
Disciplinary Rules and Procedures
Professional Responsibility
Life Cycle and Age
Lifetime Learning Credit
Cash Flow Statement
Education IRAs
Monetary Settlement Planning
Section 2503(c) Minor's Trust
Consumer Debt
Emergency Fund Planning
Bankruptcy Code, Chapter 7 Bankruptcy
Credit and Debt Management
Client Attitudes
Fair Credit Reporting Act
Perkins Loan
Financing Strategies
Home Equity Loans
Financial Planning Practice Standards

II. Insurance Planning and Risk Management:

Law of Large Numbers
Automobile Insurance
Underwriting
Fundamentals
Whole Life Insurance
Contractual Provisions
Point-Of-Service Plan
Long-term Care Insurance
Reinsurance
Dividend Options
Endowment Policies
Appropriateness Of Coverage
Insurance Company Selection
Federal and State Law
Property And Casualty Calculations
Response To Risk
Viatical Agreements
Umbrella Insurance Policy
Benefit Amount
Taxation of Benefits
Risk Exposure: Personal
Life Insurance Calculation
Insurance Contracts
Basic Coverages

III. Employee Benefits Planning:

Group Term Life Insurance
Dependent Coverage
Planning Strategies
Rabbi Trust
Restricted Stock
Income Tax Implications
Basic Provisions
Purchase Plans
Incentive Stock Options
COBRA
Employee Benefit Analysis
Stock Appreciation Right
Cafeteria Plan
Flexible Spending Account
Fringe Benefits
Junior Stock
(SERP)
Business Continuation
Split-Dollar Policy
Executive-Bonus Life Insurance
Key Employee Insurance
Secular Trusts
Employee Stock Options

IV. Investment Planning:

Investment Vehicles
Certificates of Deposit
Coefficient of Determination
US Treasury Bills
Reinvestment Risk
Repurchase Agreements
Savings Bonds
(REIT)
Asset-backed Securities
Investment Companies
Futures Contracts
Short Sales
Federal Agency Debt
Annualized Return
Coefficient Of Variation
Treasury STRIPS
Required Rate of Return
After-tax Yield
Margin Calls
Investment Grade Corporate Bonds
High Yield Corporate Bonds
Callable Bonds
Natural Resources
Embedded Options
Interest Rate Risk
Types of Common Stock
Paying Dividends
Warrants
Dividend Growth Models

V. Income Tax Planning:

Filing Requirements
Itemized Deductions
Penalties
Kiddie Tax
Gross Income
Hybrid Method
Qualifying Transactions
Flow Through of Income
Grantor Trusts
Estate Income Tax
Preferences and Adjustments
Cost Recovery Concepts
Related Party Transactions
Stepped-up Basis
Tax Credits
Taxation at Entity Level
Standard Deduction
Statutory Law
Section 1244 Stock
Tax Liability
Deferral Items
Tax Consequences of Gain
Imputed Interest
Capital Assets
MACRS

VI. Retirement Planning:

Total Return Assumptions
Roth IRA
Section 403(b) plans
Department of Labor Regulations
Social Security
Cost Basis Recovery
Risk Tolerance
Retirement Plans
(QDRO)
Medicare Part A
Designated Beneficiary
Section 457 Plans
Hardship Withdrawals
Required Minimum Distribution
Equal Period Payments
Life Expectancy Method of Calculation
Traditional IRA
IRC section 72(t)
Lump Sum Distributions
ESOP/Stock Bonus Plans
Defined Benefit Plan
Owner's Objectives
Cash Balance Plan
ERISA
SIMPLE IRAs
Stock Bonus Plan
Simplified Employee Pensions
Roth Conversions
Top-Heavy Plans
NHCEs
Qualified Retirement Plan Vesting Schedule
Eligibility Requirements
Qualified Retirement Plans
Section 401(k) plans
Taxation
Medicare: Eligibility

VII. Estate Planning:

Probate Process
Gifting Strategies
(CRATs)
Medicaid Planning
Transfers Through Trusts
Wills
Life Insurance Trusts
Gift Taxation
Liquidity Needs
Private Foundations
Calculation Of Applicable Credit
Tax Liability
Advance Medical Directives
Gift-Giving
Rule Against Perpetuities
Powers of Attorney
Charitable Lead Trusts
Estate Taxation
Guardianships
Income Taxation
Incapacity Planning
Gross Estate Value
Marketability Discounts
Powers Of Appointment
Postmortem Use Valuation
Marital Deduction (Estate Tax)
Minority Discount
Taxation Of Trusts And Estates
(GRITs)
Charitable Giving
Crummey Provisions
QTIP planning
Lifetime Planning Techniques
Tentative Tax Base



For More Informaion Please Click Here

More Study Guides and Test Preparation Materials - Click Here

Best Wishes