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CFP® flashcards

CFP General Principles

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

By: Omen Quelvog
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Decks in this class (8)

Behavioral Finance
What is representativeness,
How to you show active listening,
What is affinity bias
54  cards
Cash Flow Management
What is back end ratio,
What is a balloon mortgage,
What are cash and cash equivalents
28  cards
Calculator Basics
What is amortization,
What is an annuity,
Payments made at the beginning of...
13  cards
Economics and Bankruptcy
What does the bankruptcy act of 2...,
What is the business cycle,
What is chapter 11 bankruptcy
42  cards
Ethics and Standards
What is the appeals committee,
What is the cfp board counsel,
What is the disciplinary and ethi...
28  cards
Personal Financial Planning
What defines the asset accumulati...,
What are approved cfp nouns,
What is the purpose of the code o...
10  cards
Regulatory Requirements
What is arbitration,
An intermediary that facilitates ...,
What is the role of a chief compl...
39  cards
Education Funding
What are able accounts,
What is the american opportunity ...,
What is the coverdell education s...
19  cards

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CFP General Principles

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