contemporary applications in financial planning

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

Decks in this class (14)

Ch1 - The Financial Planning Process COPY
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31  cards
Ch2 - Case Studies And Live Clients
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26  cards
Ch4 - Estate Planning & Federal Taxation
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26  cards
Ch5 - Overview of Federal Gift Taxation
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23  cards
Ch7 – Income Tax Planning Issues For Special Needs Family
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26  cards
Ch8 – Estate Planning Issues For Special Needs Families
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23  cards
Ch10 - Divorce And Blended Families I
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40  cards
Ch11 - Divorce And Blended Families II
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22  cards
Ch13 - Behavioral Finance: Markets and Theories
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22  cards
Ch14 - Behavioral Finance Application
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27  cards
Ch16 - The Retirement Income Planning Process: Part 1
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17  cards
Ch17 - The Retirement Income Planning Process: Part 2
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14  cards
Ch19 – Characteristics Of Business Entities
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35  cards
Ch20 - Transferring The Closely Held Business
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31  cards

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contemporary applications in financial planning

  • Class purpose General learning

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