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2020-WME
> Ch 7: Personal Risk Management Process- 5% > Flashcards
Ch 7: Personal Risk Management Process- 5% Flashcards
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2020-WME
(13 decks)
Ch 1-4
Key NUMBERS and CALCULATIONS
ACRONYMS
Ch 1 & 2: Wealth Management Today & Ethics- 5%
Ch 3-5: KYC, Assessing Financial Situation & Debt Management- 12%
Ch 7: Personal Risk Management Process- 5%
Ch 6,8 & 9: Family Law, Risk Management & Tax Planning - 11%
Ch 10-14: Retirement Planning & Annuities- 17%
Ch 15-16: Estate Planning- 7%
Ch 17 & 18: Investment Management & Asset Allocation- 12%
Ch 19-21: Equity & Debt Securities- 11%
Ch 22: Managed Products- 11%
Ch 23 & 24: Portfolio Monitoring, Eval & Financial MATH- 9%
