Certified Financial Planner
flashcards
Decks in class (35)
# Cards
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Law of Contracts20
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Agency29
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Professional Liability10
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Buying vs Leasing31
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Function, Purpose and Regulation of Financial Institutions32
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The Financial Planning Process5
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Credit and Debt Management39
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Personal and Business Financial Statements12
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Life Cycle Planning20
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Education Planning37
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Monetary Settlements and Special Circumstances37
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Financial Services Industry Regulation Requirements12
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Emergency Fund Planning2
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CFP Book Volume I53
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Principles of Insurance30
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Evaluation and Analysis of Risk Exposures20
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Legal Aspects of Insurance22
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Property and Casualty Insurance9
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General Business Liability5
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Basic Economic Concepts55
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Fixed Income Securities65
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Overview of Estate Planning64
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Forms of Property Ownership39
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Gifting23
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Gross Estate25
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Estate Tax Calculations14
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Generation-Skipping Transfer Tax14
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Estate Planning Documents35
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Probate Process0
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Derivatives, Insurance Securities & Other Investments23
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Investment Risks29
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Measures of Investment Returns13
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Formula Investing and Investment Strategies20
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Retirement Needs Analysis2
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Income Tax Law Fundamentals1
