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CFP® flashcards

CFP Course Prep 1

This class was created by Brainscape user Kathryn O'Connell. Visit their profile to learn more about the creator.

By: Kathryn O'Connell
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Decks in this class (15)

Economic Concepts
__is the study of the entire econ...,
I__s the study of individual econ...,
An increase in market price will ...
114  cards
The Financial Planning Process
The purpose of financial planning...,
What are the relevant elements of...,
Financial planning specifically h...
55  cards
CFP Ethics and Conduct
What are the principles of its co...,
What are the standards of its cod...,
What is considered financial advice
41  cards
CFP Board's Procedural Rules
Disciplinary and ethics commission,
Grounds for discipline,
Interim suspension
49  cards
Time Value of Money
What are the 3 dimensions of time...,
______ is the price that one pays...,
Compounding allows one to advance...
39  cards
Business Law
5 elements of contract law,
Fiduciary liability,
An agent owes the following dutie...
54  cards
Buying vs Leasing
Financial considerations,
Lifestyle considerations the deci...,
Housing affordability
76  cards
Function, Purpose and Regulation of Financial Institutions
Deposit type financial institutio...,
Non deposit type financial instit...,
Offer the most services and branc...
60  cards
Personal and Business Financial Statements
The balance sheet determines your...,
_____ is defined as the ability t...,
What are the 3 types of assets
57  cards
Emergency Fund Planning
Purchasing a small part of the co...,
Treasury bills and other very sho...,
Limited holdings in cash bond and...
33  cards
Credit and Debt Management
Advantages of using credit,
Disadvantages of using credit,
The credit report includes
76  cards
Life Cycle Planning
What should be considered in inve...,
Types of investors,
What are considered the 3 major a...
27  cards
Education Planning
Financial aid available from the ...,
The different government grants a...,
Government grants and loans
56  cards
Monetary Settlements and Special Circumstances
Structured settlement,
Lottery winnings and monetary win...,
Lump sum retirement distributions
16  cards
Financial Services Industry Regulation Requirements
The securities act of 1933 has tw...,
The securities act of 1934 create...,
_______ regulates the organizatio...
41  cards

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CFP Course Prep 1

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