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CFP® flashcards

CFP 1 Planning and Insurance

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

By: David Freiler
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Decks in this class (10)

1-1. Introduction to the Financial Planning Process
1 introduction to the financial p...,
1 introduction to the financial p...,
1 introduction to the financial p...
41  cards
1-2. Regulatory and Ethical Considerations
1 the investment advisers act of ...,
2 nasd notices to members 94 44 a...,
3 the us supreme court as well as...
36  cards
1-4. Risk Management and the Insurance Industry
1 risk management is best conduct...,
2 before developing a risk manage...,
3 the planner should obtain all o...
55  cards
1-5. Introduction to Life Insurance and Annuities
1 the benefit under a joint and s...,
2 unusual expenditures made by fa...,
3 death benefit proceeds from lif...
31  cards
1-6. The Life Insurance Selection Process
1 the advantages of keeping an ex...,
2 survivors needs should be taken...,
3 prior to determining an appropr...
16  cards
1-7. Health Care Plans
7 health care plans1 some health ...,
7 health care plans2 managed care...,
7 health care plans3 the deductib...
20  cards
1-8. Disability Income and Long-Term Care Insurance
1 disability does not usually res...,
2 the majority of disabilities la...,
3 occupational classifications ca...
21  cards
1-9. Property and Liability Insurance
1 all states require the use of s...,
2 if the replacement cost provisi...,
3 for high value items such as je...
15  cards
1: Multiple-Choice Workbook
1 what assets typically are not u...,
2 paul and patti russell have a m...,
3 thom jeffers invested 25 000 in...
97  cards
1: Self-Study Examination
1 determining the client s financ...,
2 which of the following characte...,
3 financial planners typically re...
64  cards

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CFP 1 Planning and Insurance

  • Class purpose General learning

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