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CFP® flashcards

CFP - Review Wrong answers

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

By: Roland Fernandez
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Decks in this class (7)

Behavioral Finance
Heuristics,
Loss aversion,
Prospect theory loss aversion
5  cards
General Principles
What do you do if your client had...,
Data survey family tree,
How can the material conflicts of...
71  cards
Insurance
What risk management techniques d...,
Risk transfer,
Risk avoidance
106  cards
Investments
Discount bond,
Risk of notes and bonds,
Treasury bonds
109  cards
Tax
Congressional committee reports,
Sham transaction,
Penalty for tax fraud
112  cards
Retirement
What is covered by the social sec...,
Requirements of a spouse for a re...,
Surviving spouse of a deceased in...
123  cards
Estate
How is the probate process charac...,
What happens when no will is found,
Ancillary probate
132  cards

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CFP - Review Wrong answers

  • Class purpose General learning

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