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Key Financial Advisor Topics

This class was created by Brainscape user Jose Ledesma. Visit their profile to learn more about the creator.

By: Jose Ledesma
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Decks in this class (16)

SECURE ACT
Identify the acronym 1,
When was the secure act signed in...,
Identify the purpose of the secur...
10  cards
Traditional Individual Retirement Account
What are the ira contribution lim...,
What are the ira contribution lim...,
What is the penalty for excess co...
4  cards
Roth Individual Retirement Account
Describe the 5 year waiting perio...,
What is the amount of insurance p...,
Explain the withdrawal of excess ...
21  cards
401(K)
How are distributions from 1,
Define 2
2  cards
Financial Terms
Define secular market 1,
Define ombudsman 2
2  cards
Bonds
Define 1,
Define 2,
Define 3
6  cards
Markets
Identify the components of a stoc...,
Identify the components of a stoc...,
Identify the components of an ene...
19  cards
Mutual Funds
Define mutual funds 1,
Define 2,
How are funds categorized 3
43  cards
Financial Phrases
Emotional buying and selling 1,
Describe a market correction 2,
What to say when a client states ...
12  cards
EJ - Acronyms
Identify 1,
Identify ach transfer aka electro...,
Identify letter of intent 3
9  cards
General Information
What is your financial advisor nu...,
What is your user name 2,
What is your employee id 3
9  cards
EJ - Process
Identify the 1,
What is the purpose of relationsh...,
What are the characteristics of e...
24  cards
Annuities
What is the importance of underst...,
Describe the authority of an annu...,
Describe the mandatory annuitizat...
15  cards
Client Prospecting
How soon should you reach out to ...,
How can you quickly prepare to tu...,
Describe the following generation...
6  cards
Critical Phrases for FA
What do you do 1
1  cards
Definitions
Define risk tolerance 1
1  cards

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Key Financial Advisor Topics

  • Class purpose General learning

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