CFP - MJM Edits Flashcards

Decks in this Class (30):

• Diagnostic Exam And Book 1

  Diagnostic Exam and Book 1

  Sample Cards:

  how does the federal reserve control the,

  calculate next year dividend d1,

  forecasted total return
  635 Cards
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• Tax Bryant Course

  Tax - Bryant Course

  Sample Cards:

  what are the two goals of tax law,

  what number title is the internal revenu,

  what are the references beyond titles an
  96 Cards
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• Invesetments Bryant

  Invesetments - Bryant

  Sample Cards:

  investment company act of 1940 who must,

  securities act of 1933,

  securities exchange act of 1934
  53 Cards
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• 4 Characteristics Of The Opportunity Set

  4 - Characteristics of the Opportunity Set Under Risk

  Sample Cards:

  frequency distributions,

  expected return skew,

  arithmtic mean
  37 Cards
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• Statistics

  Statistics

  Sample Cards:

  normal distribution curve,

  the standard deviation
  2 Cards
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• Charitable Pub 526

  Charitable - Pub 526

  Sample Cards:

  what is a charitable organization,

  contribution from which ex 1 you benefit,

  contributions from which you benefit ex
  51 Cards
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• Practice Quiz 1 Review More

  Practice Quiz 1 (REVIEW MORE)

  Sample Cards:

  justin age 55 earns 50 000 annually work,

  assume a taxpayer is in the 35 marginal,

  william sanders age 38 earns 250 000 a y
  26 Cards
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• Equations

  Equations

  Sample Cards:

  equivalent tax credit for itemized deduc,

  inflation adjusted discount ratebob is a
  2 Cards
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• Book 3 Pages 52 100

  Book 3 Pages 52-100

  Sample Cards:

  uncertainty of an investments realized a,

  risk measured by standard deviation,

  true or false total risk includes both s
  158 Cards
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• Book 3 Pages 101 End

  Book 3 Pages 101 - End

  Sample Cards:

  an index in which the value of the index,

  true or false a price weighted index acc,

  true or false an equal but opposite chan
  256 Cards
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• Book 3 Pages 1 51

  Book 3 Pages 1-51

  Sample Cards:

  what are the different maturities of t b,

  what is the minimum purchase amount in r,

  do t bills have default risk
  307 Cards
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• Practice Quiz 4

  Practice Quiz 4

  Sample Cards:

  given the following data for daphne jone,

  all of the following statements are corr,

  a local businessperson approaches a cfp
  25 Cards
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• Practice Quiz 3

  Practice Quiz 3

  Sample Cards:

  rick sells his ski resort condominium to,

  which of the following statements concer,

  place the phases of a typical business c
  25 Cards
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• Book 4 Page 1 60

  Book 4 page 1-60

  Sample Cards:

  this doctrine stipulates that a transact,

  prohibits an individual to form an entit,

  this doctrine allows the irs to look thr
  174 Cards
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• Book 4 Pages 61 120

  Book 4 Pages 61-120

  Sample Cards:

  true or false self employed individuals,

  true or false regular employees can dedu,

  what is the simplified method option in
  182 Cards
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• Book 4 Pages 121 200

  Book 4 Pages 121-200

  Sample Cards:

  personal use assets and most investments,

  true or false losses from personal use a,

  true or false losses from investment ass
  297 Cards
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• Book 6 Pages 1 61

  Book 6 Pages 1 - 61

  Sample Cards:

  the process of accumulation management c,

  emotional issues such as ____ and ____ m,

  what are the costs associated with estat
  209 Cards
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• Economic Concepts

  Economic Concepts

  Sample Cards:

  law of demand,

  elastic,

  inelastic
  20 Cards
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• Principles Of Risk And Insurance

  Principles of Risk and Insurance

  Sample Cards:

  risk,

  peril,

  hazard
  27 Cards
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• Measures Of Investment Return

  Measures of Investment Return

  Sample Cards:

  geometric average return,

  time weighted return,

  dollar weighted return
  11 Cards
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• Investment Theory

  Investment Theory

  Sample Cards:

  modern portfolio theory,

  capital market line cml,

  mean variance optimization
  22 Cards
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• Quantitative Investment Concepts

  Quantitative Investment Concepts

  Sample Cards:

  normal probability distribution,

  lognormal probability distribution,

  skewness
  18 Cards
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• Standards Of Professional Conduct

  Standards of Professional Conduct

  Sample Cards:

  cfp board,

  candidate for cfp certification,

  certificant
  65 Cards
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• General Principles

  General Principles

  Sample Cards:

  principles of the cfp board code of ethi,

  practice standard 100,

  practice standard 200 1
  45 Cards
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• Insurance

  Insurance

  Sample Cards:

  what is risk,

  what is peril,

  what is a hazard
  49 Cards
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• Investment

  Investment

  Sample Cards:

  unsystematic risk,

  systematic risk,

  types of systematic risk
  43 Cards
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• Income Tax

  Income Tax

  Sample Cards:

  subchapter s corporation eligibility,

  tax basis partnership llc,

  property classes
  35 Cards
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• Retirement

  Retirement

  Sample Cards:

  basic concepts of social security,

  social security reduction of benefits,

  social security taxation
  41 Cards
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• Estate

  Estate

  Sample Cards:

  non community property interest,

  joint tenancy with rights of survivorshi,

  tenancy by the entirety
  30 Cards
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• General Principles Copy

  General Principles COPY

  Sample Cards:

  principles of the cfp board code of ethi,

  practice standard 100,

  practice standard 200 1
  45 Cards
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