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By:
Patrick H
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Decks in this class (14)
Intro to FP
Code and standards,
Code of ethics,
Standard of conduct
90
cards
Purpose of FP
Goal of fp,
Purpose of fp,
Clients needs
6
cards
Time Value of Money
N,
I,
Pv
114
cards
Financial Planning Practice Standards
When during the client relationsh...,
If you refer a client to someone ...,
Can you use multiple written docu...
58
cards
Financial Statements
Personal,
Business,
Debt management ratios
89
cards
cash flow management
Practice standard 1,
Practice standard 2,
Financial and investment strategi...
30
cards
debt management
Credit in 3 different forms,
Closed end account,
Regular charge account
28
cards
Education Planning
College funding tvm questions,
College costs 18 000 this year an...,
If someone is getting a 9 investm...
161
cards
Special Circumstances
Community property states,
Equitable division law,
Need for support
48
cards
Economic Concepts
Law of supply,
Law of demand,
Shift in supply curve
75
cards
Financing Strategies
Maximum indebtedness on a primary...,
Reverse mortgage can be taken how,
Reverse mortgage is secured how
70
cards
Financial Service Regulations
When must you present the brochure,
If you put cfp or cfa on form adv...,
Does compensation go on adv
84
cards
Consumer Protection Laws
Automatic stays apply to alimony ...,
Do automatic stays apply to crimi...,
2 chapters of bankruptcy
37
cards
Regulation of Financial Institutions
Deposit type financial institutions,
Non deposit type financial instit...,
Federally chartered banks are reg...
52
cards
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Intro to FP
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