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Intro to FP
> 12 Life Cycle Planning > Flashcards
12 Life Cycle Planning Flashcards
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Intro to FP
(15 decks)
1 Basic Economic Concepts
2 Time Value of Money
3 Business Law
4 Buying vs Leasing
5 Function, Purpose and Regulation of Financial Institutions
6 FP Process
7 CFP Board's Code of Ethics and Standards of Conduct
8 CFP Board's Procedural Rules
9 Personal and Business Financial Statements
10 Emergency Fund Planning
11 Credit and Debt Management
12 Life Cycle Planning
13 Education Planning
14 Monetary Settlements and Special Circumstances
15 Financial Services Industry Regulation Requirements
