Financial Counseling Flashcards & Quizzes | Brainscape

Top Financial Counseling Flashcards Ranked by Quality

Financial Counseling

Financial Counseling

Flashcard Maker: Adam Bentley

270 Cards –

16 Decks –

17 Learners

Sample Decks: Taxes, Counseling Skills, Foundations of Counseling

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Financial Counseling

Financial Counseling

Flashcard Maker: Lil Lion

64 Cards –

3 Decks –

6 Learners

Sample Decks: Topic 1 AFCPE cert and Foundations, Week 5, Topic 1 Communication

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Compliance Laws and Regulations

Compliance Laws and Regulations

Flashcard Maker: M B

2,197 Cards –

35 Decks –

14 Learners

Sample Decks: TILA, Compliance Management System (CMS), Pre-Exam Planning (PEP)

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RD Exam

RD Exam

Flashcard Maker: Shannon Ryan

372 Cards –

14 Decks –

154 Learners

Sample Decks: MNT, Specific feeding needs, Nutrition education, communication, and counseling

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Real Estate Study Notes

Real Estate Study Notes

Flashcard Maker: S.L. Bland

1,310 Cards –

70 Decks –

25 Learners

Sample Decks: SU # 01__License Law Overview, SU # 02__Real Property Rights, SU # 03__Ownership & Encumbrance

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AFC Study Group

AFC Study Group

Flashcard Maker: Jackie Mayo

314 Cards –

19 Decks –

12 Learners

Sample Decks: AFC Module 1 The Counseling Environment, AFC Module 2 - Client Information, AFC Module 4 - Client Goals

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Mortgage Loan Origination Activities

Mortgage Loan Origination Activities

Flashcard Maker: Dustin Hutley

77 Cards –

14 Decks –

64 Learners

Sample Decks: Loan Application, Ability to Repay Rule, Counseling for ARM's

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B. General Principles of Financial Planning

B. General Principles of Financial Planning

Flashcard Maker: Neil Knight

107 Cards –

9 Decks –

2 Learners

Sample Decks: Financial Planning Process, Financial Statements, Cash Flow Management

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funky monkey

funky monkey

Flashcard Maker: Kristina Baker

947 Cards –

36 Decks –

1 Learner

Sample Decks: Ethics, Intelligence tests, Memory Tests

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FP511

FP511

Flashcard Maker: Josiah McDaniel

181 Cards –

7 Decks –

1 Learner

Sample Decks: Mod 2: Behavioral Finance, Communication, and Counseling Principles, Mod 3: Financial Statements, Cash Flow Management, and Financing Strategies, Mod 4: Time Value of Money Concepts and Calculations

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CFP® | FP511

CFP® | FP511

Flashcard Maker: A C

1,089 Cards –

61 Decks –

11 Learners

Sample Decks: LO 1.1.1: Categorize the personal financial process according to the steps outlined in the CFP Board's Practice Standards, LO 1.1.2: Determine whether a financial planner-client relationship constitutes financial planning as stated in the CFP Board Code of Ethics and Standards of Conduct, LO 1.1.3: Evaluate a scenario based on six principles of the CFP Board’s Code of Ethics to determine if there are violations.

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My Course 1 CFP Flashcard Kaplan

My Course 1 CFP Flashcard Kaplan

Flashcard Maker: Michael Byrns

122 Cards –

6 Decks –

2 Learners

Sample Decks: Module 1, Module 2: Behavioral Finance, Communication and Counseling Principles, Module 3: Financial Statements, Cash Flow Management, and Financing Strategies

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General Principles of Financial Planning

General Principles of Financial Planning

Flashcard Maker: Christopher Marrone

49 Cards –

9 Decks –

1 Learner

Sample Decks: Financial Planning Process, Financial Statements, Cash Flow Management

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Final Prog

Final Prog

Flashcard Maker: Steven Rising

141 Cards –

28 Decks –

2 Learners

Sample Decks: Intro to ICS, Coast Guard Organization, Performance Appraisals and Counseling

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