LEGACY: CFP® ONLINE ASSESSMENT - Synergia Learning

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MINI CASE STUDIES WITH QUIZ - PRINT THE CASE STUDY AND ATTEMPT THE QUIZ

TOM AND JOHN CASE STUDY 1 Topic | 3 Quizzes

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TOM AND JOHN PRINT CASE STUDY

LEGACY: CAPITAL GAIN TAX ASSESSMENT TOM AND JOHN 8 QUESTIONS 15 MINUTES

LEGACY: ACCRUAL ASSESSMENT TOM AND JOHN 12 QUESTIONS 20 MINUTES

LEGACY: ESTATE DUTY TOM AND JOHN 17 QUESTIONS 40 MINUTES

BOBBY AND JULIE 1 Topic | 2 Quizzes

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BOBBY AND JULIE CASE STUDY TO PRINT

LEGACY: CAPITAL GAIN BOBBY AND JULIE 5 QUESTIONS 10 MINUTES

LEGACY: ESTATE DUTY BOBBY AND JULIE 10 QUESTIONS 40 MINUTES

QUIZZES

ASSET MANAGEMENT QUIZZES 3 Quizzes

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Lesson Content

LEGACY 1: ASSET MANAGEMENT – 13 QUESTIONS 40 MINUTES

LEGACY 2: ASSET MANAGEMENT 6 QUESTIONS 15 MIN

LEGACY 3: ASSET MANAGEMENT 10 QUESTIONS 30 MINUTES

BUSINESS ASSURANCE QUIZZES 3 Quizzes

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LEGACY 1: BUY AND SELL 9 QUESTIONS

LEGACY 2: BUY AND SELL: 9 QUESTIONS 15 MINUTES

LEGACY 3: FOR BUY AND SELL ARRANGEMENTS: 8 QUESTIONS 16 MINUTES

COMBINATION QUIZZES 13 Quizzes

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Lesson Content

LEGACY COMBINATION: 1 10 QUESTIONS 45 MINUTES

LEGACY COMBINATION: 2 10 QUESTIONS 50 MINUTES

LEGACY COMBINATION : 3 10 QUESTIONS 50 MINUTES

LEGACY COMBINATION: 4 10 QUESTIONS 10 MINUTES

LEGACY COMBINATION: 5 18 QUESTIONS 40 MINUTES

LEGACY COMBINATION 6: 20 QUESTIONS 45 MINUTES

LEGACY COMBINATION 7: 16 QUESTIONS 45 MINUTES

LEGACY COMBINATION 8: 15 QUESTION 60 MINUTES

LEGACY COMBINATION 9: 10 QUESTIONS 45 MINUTES

LEGACY COMBINATION 10: 6 QUESTIONS 6 MINUTES

LEGACY COMBINATION 11: CORPORATE 2 12 QUESTIONS

LEGACY COMBINATION 12: CORPORATE 3 10 QUESTIONS

LEGACY COMBINATION 15: TAX 1 11 QUESTIONS

CORPORATE TAX QUIZZES 2 Quizzes

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LEGACY BUSINESS ENTITIES AND TAX 1: 10 QUESTIONS 20 MINUTES

LEGACY BUSINESS ENTITIES AND TAX 2: NO MEMO ALL SELF EXPLANATORY: 15 QUESTIONS 10 MIN

DECEASED ESTATE QUIZZES 4 Quizzes

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LEGACY 1 DECEASED ESTATES: 10 QUESTIONS 20 MINUTES

LEGACY 2 DECEASED ESTATES 17 QUESTIONS 40 MINUTES

LEGACY 3 DECEASED ESTATES: 10 QUESTIONS 10 MINUTES

LEGACY 4 DECEASED ESTATE 7 QUESTIONS 20 MINUTES

ESTATE PLANNING QUIZZES 5 Quizzes

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LEGACY 1: LAW OF SUCCESSION 10 QUESTIONS

LEGACY 2: ESTATE PLANNING AND CALCULATIONS 9 QUESTIONS 45 MINUTES

LEGACY 3: LAW OF SUCCESSION 10 QUESTIONS – 15 MINUTES

LEGACY 4: LAW OF SUCCESSION 10 QUESTIONS 15 MINUTES

LEGACY 5: WILLS AND LIMITED INTEREST 10 QUESTIONS 30 MINUTES

INVESTMENT PLANNING QUIZZES 3 Quizzes

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LEGACY 1: INVESTMENTS 10 QUESTIONS

LEGACY 2: INVESTMENTS COMBINED WITH CALCULATIONS 10 QUESTIONS 45 MIN

LEGACY 3 INVESTMENTS 13 QUESTIONS 40 MINUTES

MARITAL REGIMES QUIZZES 2 Quizzes

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LEGACY MARITAL 1: ACCRUAL 6 QUESTIONS 8 MIN

LEGACY MARITAL 2: MARITAL REGIMES 10 QUESTIONS

PERSONAL RISK MANAGEMENT QUIZZES

PERSONAL TAX PLANNING QUIZZES 2 Quizzes

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Lesson Content

LEGACY 1: CAPITAL GAIN TAX 17 QUESTIONS 55 MINUTES

LEGACY 2 COMBINATION INCOME TAX 7 QUESTIONS 45 MINUTES

PRODUCT AND TAXATION QUIZZES

REGULATION QUIZZES 1 Quiz

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Lesson Content

LEGACY REGULATION 1 FPI CODE OF ETHICS 10 QUESTIONS 25 MINUTES

RETIREMENT PLANNING QUIZZES (include two pot system) 5 Quizzes

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LEGACY 1: RETIREMENT PLANNING 10 QUESTIONS

LEGACY 2: LUMP SUMS 10 QUESTIONS 45 MINUTES

LEGACY 3: RETIREMENT PLANNING 10 QUESTIONS

LEGACY 4: LUMP SUM 8 QUESTIONS 40 MINUTES

LEGACY 5 RETIREMENT 7 QUESTIONS 20 MINUTES

TIME VALUE OF MONEY QUIZZES 5 Quizzes

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LEGACY 1: TIME VALUE OF MONEY 7 QUESTIONS 60 MINUTES

LEGACY 2: TIME VALUE OF MONEY 10 QUESTIONS 40 MINUTES

LEGACY 3: TIME VALUE OF MONEY 10 QUESTIONS

LEGACY 4: TIME VALUE OF MONEY 5 ADVANCED QUESTIONS 30 MIN

LEGACY 5 RETIREMENT PLANNING TVM 6 QUESTIONS 40 MINUTES

TRUST ADMINISTRATION AND TAX QUIZZES 4 Quizzes

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Lesson Content

LEGACY TRUST 1: 15 QUESTIONS – 60 MINUTES

LEGACY 2 TRUST 5 QUESTIONS 45 MINUTES

LEGACY 3 TRUST 7 QUESTIONS 30 MINUTES

LEGACY 5 TRUST 8 QUESTIONS 20 MINUTES

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