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CFP® flashcards

Certified Financial Planner

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

By: Ryan Toma
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Decks in this class (5)

01 - Professional Conduct and Regulation
CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct
36  cards
02 - General Principles of Financial Planning
What are the six steps to the fin...,
What is the financial planning pr...,
What is intention of the practice...
98  cards
03 - Education Planning
What is the steps to calculate th...,
When calculating the savings requ...,
What is the mnemonic and order of...
60  cards
04 - Risk Management and Insurance Planning
What is the difference between mo...,
What is the difference between pu...,
Insurance is used to protect agai...
102  cards
04 - Risk Management and Insurance Planning part 2
In regards to an insurance policy...,
In regards to an insurance policy...,
In regards to an insurance policy...
40  cards

More about
Certified Financial Planner

  • Class purpose General learning

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