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General Financial Planning Principles, Professional Conduct, and Client Psychology

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

By: Alexander Ling
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Decks in this class (9)

Module 1 Personal Financial Planning
Identify the actions that occur i...,
N developing a client planner rel...,
Which of the following best descr...
60  cards
Module 2 Psychology of Financial Planning
All of the following statements r...,
Which of these statements regardi...,
Which of these statements regardi...
89  cards
Module 3 Financial Statements, Cash Flow Management, Financing Strategies, and Financial Institutions
Which of the following statements...,
The simple formula to determine t...,
Which of these types of informati...
113  cards
Module 4 Time Value of Money Concepts and Calculations
An investor wants to have 150 000...,
Abdullah needs an income stream e...,
A client wants to save 125 000 to...
117  cards
Module 5 Professional Conduct and Fiduciary Responsibility
A cfp professional must comply wi...,
Select the code of ethics princip...,
Select the standard of conduct du...
114  cards
Module 6 The Economic Environment and Consumer Protection Laws
If the demand for a product is in...,
Dave is planning to refinance his...,
What is the term used to describe...
82  cards
Module 7 Education Planning
Which of these education funding ...,
Select the correct statement s re...,
All of these statements regarding...
89  cards
General Principles Exam Questions
Which of the following refers to ...,
A client wants to limit their out...,
You have a meeting with oscar age...
170  cards
Case Study Quiz
Devin has 70 000 of protection un...,
The kennedys had a kitchen fire c...,
In the current year magnum corpor...
10  cards

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General Financial Planning Principles, Professional Conduct, and Client Psychology

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