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AFCPE - Section 1
> M10: Financial Services > Flashcards
M10: Financial Services Flashcards
After you’ve helped someone you’re working with create a budget and establish financial goals, the next step is to help them with banking account management.
AFCPE - Section 1
(30 decks)
M1: The Counseling Environment
M2: Client Information
M3: Strategic Counseling Plan
M4: Client Goals
M5: Strategies to Attain Goals
M6: Cash Flow Statement
M7: Net Worth Statement
M8: Personal Financial Ratios
M9: Spending Plans
M10: Financial Services
M11: Basic Tax Management
M12: Employment Considerations
M13: Uses of Credit
M14: Credit Reports and Scores
M15: Credit Products
M16: Debt Management
M17: Acquiring Property
M18: Renting a Home
M19: Purchasing a Home
M20: Selling a Home
M21: Consumer Rights and Responsibilities
M22: Identity Theft
M23: Investor Protection
M24: Financial Risk
M25: Insurance Products
M26: Investment Fundamentals
M27: Investment Choices
M28: Retirement Planning
M29: Estate Planning
M30: Next Steps
