This class was created by Brainscape user Allison Swanson. Visit their profile to learn more about the creator.
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Allison Swanson
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Decks in this class (14)
Candidate Fitness Standards
Conduct that is always unacceptab...,
Conduct that is presumed unaccept...
2
cards
Code of Ethics
Cfp professional must 6 1,
Fiduciary duty to client means 2,
Integrity duty to client means 3
18
cards
Registered Investment Advisors (RIA
Definition of investment advisors...,
What form is used to register wit...,
Registration exceptions 4 types 3
8
cards
Elements of Financial Planning and Behavior Considerations
What are the external environment...,
Describe the practice standard un...,
Describe the practice standard of...
24
cards
Economic Business Cycle and Consumer Protection
What are the economic factors to ...,
Business cycle process 2,
Effects on inflation interest rat...
5
cards
Internal Analysis
What is internal analysis 1,
What internal data impacts client...,
Describe the life cycle position 3
7
cards
Financial Statements and Analysis
What are personal financial state...,
What do personal financial statem...,
What is a balance sheet 3
9
cards
Education Planning
What is financial aid and limits 1,
Eq for expected family contributi...,
What are the financial aid progra...
11
cards
Insurance Principles
What is insurance 1,
What are the different types of r...,
What is the probability of loss a...
20
cards
Life, Health and Disability
6 factors of why life insurance 1,
What is the difference between ne...,
What is term life insurance 3
31
cards
Property and Liability Insurance
Define property and liability ins...,
Describe basic coverage broad cov...,
What are the general expulsions a...
6
cards
Social Security
0
cards
Investment
Duration basics 1,
What is the relationship between ...,
Equation for net operating income 3
71
cards
Tax Planning
What are the two categories of as...,
What is a capital asset and what ...,
What is an ordinary income asset 3
22
cards
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Readings
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