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tony beth
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Decks in this class (35)
Law of Contracts
What is a promise,
What is a contract,
What is specific performance
20
cards
Agency
Define agency,
General agent,
Special agent
29
cards
Professional Liability
Under the common law liability ma...,
Define negligence,
What four requirements must a cli...
10
cards
Buying vs Leasing
Housing cost ratio,
Total cost ratio,
What is the rule of thumb for ann...
31
cards
Function, Purpose and Regulation of Financial Institutions
Commercial banks,
Savings loan institutions,
Two types of s l ownership struct...
32
cards
The Financial Planning Process
Financial planner compensation,
Fee only,
Asset based
5
cards
Credit and Debt Management
Disadvantages of using credit,
Factors that weight on credit score,
Questions to judge credit worthiness
39
cards
Personal and Business Financial Statements
Current liability,
Long term liabilities,
Three types of long term liabilities
12
cards
Life Cycle Planning
Three stages of the financial lif...,
The early years,
The golden years
20
cards
Education Planning
What is financial aid,
Two forms of financial aid,
Expected family contribution efc
37
cards
Monetary Settlements and Special Circumstances
Structured settlements,
Advantage of structured settlement,
Marital property
37
cards
Financial Services Industry Regulation Requirements
The principles of the securities ...,
Registration process,
Exemptions from registration with...
12
cards
Emergency Fund Planning
Rule of thumb to adequate liquidity,
Liquid ratio
2
cards
CFP Board's Code of Ethics and Standards of Conduct
Six principles of cfp code of ethics,
Cfp board standards of conduct,
Integrity
3
cards
Principles of Insurance
Insurance,
Legal definition of insurance,
Exposure to loss
30
cards
Evaluation and Analysis of Risk Exposures
Risk management,
Two levels of risk management,
Personal risk
20
cards
Legal Aspects of Insurance
Contract,
Voidable contract,
Void contract
22
cards
Property and Casualty Insurance
Homeowners insurance,
Named peril coverage,
Open peril coverage
9
cards
General Business Liability
Three categories of liability ins...,
Categorisations of business gener...,
Vicarious liability
5
cards
Basic Economic Concepts
Quantity supplied,
Law of supply,
Factors that can lead to a supply...
55
cards
Fixed Income Securities
Par value of a fixed income security,
Tvm and its effects on fixed inco...,
Duration
65
cards
Overview of Estate Planning
Basic objectives of estate planning,
Tax reduction tax avoidance,
Protection
64
cards
Forms of Property Ownership
Types of property ownership in th...,
After a divorce cecilia opened an...,
Cecilia owns her home as a single...
39
cards
Gifting
Use of gifting,
Unearned income,
Gifting requiremennts
23
cards
Gross Estate
Internal revenue code section 2033,
Income in respect of a decedent o...,
Property owned jointly with non s...
25
cards
Estate Tax Calculations
The federal estate tax,
Steps in the calculation of the e...,
50 50 rule
14
cards
Generation-Skipping Transfer Tax
Generation skipping transfer tax,
Generation skipping transfers,
Three types of generation skippin...
14
cards
Estate Planning Documents
A will,
Precatory language,
Residuary clause
35
cards
Probate Process
0
cards
Derivatives, Insurance Securities & Other Investments
Derivative,
What is then appeal of derivative...,
Define and option
23
cards
Investment Risks
Reinvestment risk,
Inflation risk,
Business risk
29
cards
Measures of Investment Returns
Components of total return,
After tax return,
Taxable equivalent yield
13
cards
Formula Investing and Investment Strategies
Dollar cost averaging,
Dividend reinvestment plan drip,
Bond ladders
20
cards
Retirement Needs Analysis
What do most practitioners estima...,
Below are some of the reasons tha...
2
cards
Income Tax Law Fundamentals
Exclusion
1
cards
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certified financial planner
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