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

Decks in this class (21)

Fundamentals & Insurance - Ethics, Law & Code of Ethics
No deck description has yet been added by the author.
18  cards
Fundamentals & Insurance - RIAs, Elements of Financial Planning _ Behavioral Considerations _ Economic Business Cycle & Consumer Protection
No deck description has yet been added by the author.
31  cards
Fundamentals & Insurance - Financial Statements & Analysis _ Education Planning _ Principles of Insurance
No deck description has yet been added by the author.
22  cards
Life, Health & Disability Insurance
No deck description has yet been added by the author.
27  cards
Personal Property & Liability Insurance _ Social Security
No deck description has yet been added by the author.
41  cards
Fundamentals of Investments _ Portfolio Theory
No deck description has yet been added by the author.
46  cards
Measuring Return
No deck description has yet been added by the author.
12  cards
Stock Valuation and Ratio Analysis _ Bonds _ Bond Valuation
No deck description has yet been added by the author.
35  cards
Investment Companies _ Derivatives
No deck description has yet been added by the author.
15  cards
Property Taxation
No deck description has yet been added by the author.
33  cards
Basic Income Tax
No deck description has yet been added by the author.
53  cards
Income Tax - Administrative _ Depreciation, Amortization and Depletion _ Entities
No deck description has yet been added by the author.
55  cards
Retirement Planning _ Introduction to Qualified Plans
No deck description has yet been added by the author.
18  cards
Retirement Planning _ Pension Plans & Profit Sharing Plans
No deck description has yet been added by the author.
22  cards
Retirement Planning _ Administration of Qualified Plans
No deck description has yet been added by the author.
18  cards
Retirement Planning _ Other Tax Advantaged Plans
No deck description has yet been added by the author.
14  cards
Retirement Planning _ Deferred Compensation and Employee Benefits
No deck description has yet been added by the author.
23  cards
Estate Planning _ Fundamentals of Estate Planning
No deck description has yet been added by the author.
16  cards
Estate Planning _ Gift and Estate Taxes
No deck description has yet been added by the author.
20  cards
Estate Planning _ Transfer Outright and In Trust
No deck description has yet been added by the author.
19  cards
Estate Planning _ Advanced Estate Planning
No deck description has yet been added by the author.
23  cards

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cfp exam prep

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