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Amy J.
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Decks in this class (26)
General Principles Ch 3
What does piti stand for,
Capitalized value,
Housing expenses piti or rent sho...
9
cards
General Principles Ch 4
The amount of money deposited gen...,
Financial calculators will not wo...,
Present value pv is almost always...
11
cards
Investment Formulas To Memorize
Current yield,
Property s intrinsic value,
Intrinsic value of a call
9
cards
General Principles Chapter 5
Name the three agencies that moni...,
This act requires the purchasers ...,
This act regulates the secondary ...
7
cards
General Principles Ch 6
Prepaid tuition plans are general...,
Under the tax cuts and jobs act t...,
Under the secure act 529 plans ma...
25
cards
General Principles Ch 7
For divorce is finalized after de...,
Any payments made to maintain pro...,
Only life insurance premiums on t...
52
cards
General Principles Ch 8
Paying _______ mortgage principal...,
The tax cuts and jobs act tcja li...,
When evaluating whether a client ...
5
cards
General Principles Ch 9
A financial firm that advises cli...,
The securities and exchange commi...,
A _______ contract was never vali...
13
cards
General Principles Ch 10
Business Law / Consumer Protection Laws
30
cards
Insurance Ch 1
_______ is defined as a condition...,
Examples of _______ exposure to g...,
A ______ is the cause of a loss
45
cards
General Principles Ch1
Experiences and biases that can f...,
Examples include trial and errorr...,
Study of how psychology affects f...
35
cards
General Principles Ch 2
When providing financial advice t...,
A __________________ honors the i...,
The cfp professional must make cl...
13
cards
Insurance Ch 2
Wrongful act other than the breac...,
A deliberately performed act such...,
Negligence or carelessness
32
cards
Insurance Ch 3
_______ insurance policies covere...,
The ______ is the part of an insu...,
Section 1 coveragea b c d
54
cards
Insurance Ch 4
Traditional medicare consist of h...,
All persons age 65 and over who a...,
A social security disability bene...
28
cards
Insurance Ch 5
When selecting disability income ...,
Defined as the inability of the i...,
The insured is unable to engage i...
30
cards
Insurance Ch 6
Determines an appropriate amount ...,
Determines an appropriate amount ...,
_______ insurance pays the face a...
59
cards
Insurance Ch 7
Taxation of whole life insurancec...,
Income taxation of life insurance...,
Withdrawals and loans against a l...
19
cards
Insurance Ch 8
_______ our arrangements for the ...,
Buy sell agreements maybe structu...,
In a cross purchase buy sell agre...
34
cards
Insurance Ch 9
A group ________ policy does not ...,
An employee spouse may be covered...,
Group term life insurance is a be...
17
cards
Insurance Ch 10
A ______ permits employees within...,
Cafeteria plans must include a __...,
The health fsa contribution limit...
9
cards
Investments Ch 1
Issued in exchange for a deposit ...,
Open end investment companies off...,
Financial institutions offer mone...
68
cards
Investments Ch 2
Units of ownership of a corporati...,
________ refers to the market val...,
______ are the companies with mar...
55
cards
Investments Ch 3
A financial instrument whose valu...,
The minimum price and option will...,
The amount by which the market pr...
46
cards
Investments Ch 4
Uncertainty that the realized ret...,
Non diversifiable risk this type ...,
Systematic risks can be remembere...
41
cards
Investment Formulas To Memorize COPY
Current yield,
Property s intrinsic value,
Intrinsic value of a call
9
cards
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CFP
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