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Cfp Self Made Cards

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

By: laura browning
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Decks in this class (8)

Fundamentals - Registered Investment Advisors
Exceptions to registration with t...,
Exemptions from registration,
The brochure rule
7  cards
Lesson 3 - Economic Business Cycle, Consumer Protection
Risks,
Short term savings and investments,
Long term savings and investments
43  cards
Lesson 5 - Financial Statements and Analysis
Current ratio,
Emergency fund,
Debt ratios
12  cards
Lesson 1 - Principles of Insurance
Pure risk,
Subjective risk,
Speculative risk
48  cards
Lesson 2-Life health and disability
Needs approach,
Human life value approach,
Term life insurance
8  cards
Lesson - 3 Property and Liability Insurance
There are three basic forms of co...,
Basic coverage,
Broad coverage
12  cards
Income tax lesson 1: property taxation
Capital assets,
Section 1231 assets,
Ordinary income assets
6  cards
Retirement Planning - Lesson 1: Intro to qualified plans
Profit sharing plans,
Defined benefit pension plans,
Defined contribution pension plans
8  cards

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Cfp Self Made Cards

  • Class purpose General learning

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