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Jeff Pratt
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Decks in this class (17)
General Financial Planning Principles, Professional Conduct, and Regulation.
Material conflict of interest may...,
What is a chapter 7 bankruptcy 2,
What are debts that cannot be dis...
69
cards
Psychology Of Financial Planning Psychology of financial planning
Client actions are organized into...,
What are cognitive errors 2,
What are the 13 cognitive errors 3
61
cards
Formulas & Calculations
What is the formula to figure out...,
What is the 3 step method for det...,
What serial payment should client...
6
cards
Life Insurance and Annuities
What is a peril 1,
What is a hazard 2,
What are the three hazards 3
84
cards
Business Uses Of Life Insurance And Employee Benefits
Group life as employee benefits 1,
Group life as employee benefits 2,
Group life as employee benefits 3
39
cards
Disability, Insurance, Health, Insurance, And Long-Term Care Disability, insurance, health, insurance, and long-term care
Disability insurance what is the ...,
Disability insurance what policy ...,
Disability insurance definition o...
72
cards
Medicare and Medicaid
What does the fica tax consist of 1,
What are the four parts to medica...,
Who is eligible for medicare bene...
22
cards
Home Owners Insurance
What are the two basic types of c...,
Property sustains a loss will be ...,
What are the 6 standard homeowner...
21
cards
Characteristics, Uses And Taxation Of Investment Vehicles
What are cash and cash equivalent...,
What are the maturity weeks for t...,
How is interest income taxed on t...
47
cards
Derivatives
What is a derivative 1,
What are the key differences betw...,
What are futures 3
48
cards
Types Of Investment Risk
What is total risk 1,
What are the systematic risks 2,
What is unsystematic risks 3
19
cards
Quantitative Investment Concepts
What is a normal distribution of ...,
What is the mean arithmetic mean 2,
What is the median 3
28
cards
Measure Of Investment Returns
What is simple interest 1,
What is compound interest 2,
What is holding period return 3
21
cards
Asset Allocation And Portfolio Diversification
Building a portfolio using asset ...,
What is strategic asset allocation 2,
What is tactical asset allocation 3
31
cards
Bond And Stock Valuations
What is the current yield and wha...,
What is the yield to maturity ytm 2,
How do you figure the yield to ma...
40
cards
Portfolio Development And Analysis
What is fundamental analysis 1,
What is the top down approach in ...,
What is the bottom up approach in...
53
cards
Investment strategies
What is dollar cost averaging 1,
What is value averaging 2,
What is share averaging 3
34
cards
More about
CFP
- Class purpose General learning
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