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Lindsay Adams
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Decks in this class (24)
Fundamentals Lesson 1
The code of ethics is or is not s...,
Duties owed to clients 2,
Elements of financial advice 3
58
cards
Fundamentals Lesson 2
If advisor aum 100m must register...,
Sec doesn t allow letters ria aft...,
Investment advisors act of 1940 d...
17
cards
Fundamentals Lesson 3
External factors opportunities th...,
Financial planning process 2,
Qualitative data 3
20
cards
Fundamentals Lesson 4
Monetary fiscal policy 1,
Shift in demand curve due to 2,
Shift in supply curve due to 3
102
cards
Fundamentals Lesson 5
Internal analysis the way people ...,
Internal data includes 2,
Life cycle position 3
14
cards
Fundamentals Lesson 6
Balance sheet statement of financ...,
Assets stated at ___ 3 categories 2,
Liabilities stated at ___ 2 categ...
40
cards
Fundamentals Lesson 7
Expected family contribution 1,
A student is considered independe...,
Federal pell grant 3
39
cards
Insurance Lesson 1
Types of risk 1,
Pure risk 2,
Speculative risk 3
85
cards
Insurance Lesson 2
Needs approach 1,
Human life value approach 2,
Term life insurance 3
91
cards
Insurance Lesson 3
Insurance is appropriate for fina...,
3 types of homeowners policies 2,
Basic ho coverage 3
49
cards
Insurance Lesson 4
Social security from fica seca pa...,
Covered by oasdi 2,
Not covered by oasdi 3
33
cards
Investments Lesson 1
Best efforts 1,
Firm commitment 2,
Prospectus 3
79
cards
Investments Lesson 2
Standard deviation 1,
1 standard deviation away will fa...,
Probability expected return formu...
61
cards
Investments Lesson 3
Holding period return 1,
Items to remember when calculatin...,
Example exam question 3
20
cards
Investments Lesson 4
Dividend discount model 1,
If required rate of return decrea...,
Example exam question 3
48
cards
Investments Lesson 5
Us treasury securities 1,
Non marketable securities 2,
Series ee bonds 3
41
cards
Investments Lesson 6
Rising interest rates mean invest...,
Drop in interest rates means coup...,
Coupon rate nominal yield 3
48
cards
Investments Lesson 7
Closed end funds 1,
Open end funds 2,
Unit investment trust funds 3
19
cards
Investments Lesson 8
One option controls __ shares 1,
Call option right to __ 2,
Put option right to __ 3
50
cards
Tax Lesson 1
Most personal use assets are 1,
Items that are not capital assets 2,
Example exam question 3
106
cards
Tax Lesson 2
Basic tax formula 1,
Cash basis taxpayers recognize in...,
Accrual basis taxpayers recognize...
105
cards
Tax Lesson 3
Internal revenue code 1,
Administrative sources 2,
Regulations 3
29
cards
Tax Lesson 4
Cost of business or income produc...,
Depreciation 2,
Basis 3
33
cards
Tax Lesson 5
Selection process for entities in...,
Entities almost always formed und...,
Proprietorships general partnersh...
66
cards
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CFP July 2022
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