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Sarah Moul
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Decks in this class (23)
CFP - Ethics
A cfp must disclose updates to pu...,
Direct fee charged to client or r...,
Commissions fees or compensation ...
33
cards
CFP Fundamentals
When must a ria register with the...,
When must a ria register with the...,
Can you use the letters ria after...
35
cards
CFP Benchmarks
Life insurance 1,
Health insurance 2,
Disability 3
16
cards
CFP Economic Cycles
As interest rates increase what h...,
Investment returns are ____ relat...,
As interest rates decrease what h...
49
cards
Formulas
Npv 1,
What does an npv of 0 indicate 2,
The greater the risk involved in ...
6
cards
CFP - Financial Statements
Balance sheets are presented as 1,
Bs classification of cds 2,
All assets on the balance sheet a...
17
cards
CFP Education Planning
Fafsa 1,
Students are considered independe...,
Federal pell grant 3
34
cards
CFP Insurance Planning
Is speculative risk insurable 1,
Objective risk measures what 2,
Which of the following is an insu...
101
cards
CFP Life Insurance
What is the human life value appr...
1
cards
CFP - Health Insurance
For health plans issued after sep...,
What does 80 20 coinsurance mean 2,
Patient protection and affordable...
27
cards
CFP - Disability Insurance
What is disability insurance 1,
Disability insurance term 2,
Disability insurance elimination ...
16
cards
CFP Property and Liability Insurance
Property insurance provides prote...,
Liability insurance protects indi...,
Plup covers 3
21
cards
CFP - Auto Insurance
Personal auto policy pap 1,
Are lsvs covered under auto 2,
Auto part a liability coverage 3
19
cards
CFP -Social Security
Social security are paid on how m...,
09 medicare surtax on thresholds 2,
What does oasdi stand for 3
35
cards
CFP Investments
Forms of underwriting best efforts 1,
Forms of underwriting firm commit...,
What is in the prospectus 3
55
cards
CFP Investments - Portfolio Theory
Definition of standard deviation 1,
The higher the standard deviation...,
1 2 3 standard deviation percenta...
52
cards
CFP Investments - Measuring Return
Holding period return formula is ...,
Effective annual rate ear 2,
Arithmetic average mean am 3
13
cards
CFP - Investments: Stock Valuation and Ratio Analysis
Dividend discount model 1,
Earnings per share eps 2,
Price to earnings ratio p e 2
26
cards
CFP - Bonds
Are us treasury securities taxable 1,
Series ee series e bonds 2,
Series hh series h bonds 3
61
cards
CFP - Preferred Stock
Is preferred stock debt or equity 1,
Difference between a bond and pre...,
Difference between common stock a...
4
cards
CFP Investment Companies
Closed end investment company 1,
Open end investment company 2,
Unit investment trust 3
40
cards
CFP - Taxation of Property
Business assets section 1231 1,
What does section 1245 cover 2,
How does section 1245 non real es...
68
cards
CFP Individual Taxation
I eat gross dinner all saturdays ...,
If a taxpayers want to change the...,
Head of household filing status 3
20
cards
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CFP Exam
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