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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. (0 cards)

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AFCPE - Section 1

flashcards

Decks in class (30)

# Cards

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

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