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Key Financial Advisor Topics

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

By: Jose Ledesma
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Decks in this class (16)

SECURE ACT
Secure act acronym,
Secure act passage date,
Secure act purpose
10  cards
Traditional Individual Retirement Account
Ira contribution limits for 2015 ...,
Ira contribution limits for 2019 ...,
Excess ira contribution limits pe...
4  cards
Roth Individual Retirement Account
Qualified distribution 5 year wai...,
Roth fdic protection,
Withdrawal of excess annual contr...
21  cards
401(K)
Roth 401 k distribution treatment,
Defineemployment taxes
2  cards
Financial Terms
Secular market definition,
Define
2  cards
Bonds
Treasury bill definition,
Treasury note definition,
Treasury bond definition
6  cards
Markets
Stock ticker components,
Stock ticker components,
Energy ticker components
19  cards
Mutual Funds
Mutual fund description,
Exchange traded funds definition,
Fund categorization
43  cards
Financial Phrases
Describe a market correction,
Describe a market correction,
Retirement unexpected
12  cards
EJ - Acronyms
Fspend,
Ach transfer,
Loi
9  cards
General Information
Financial advisor number,
User name,
Employee id
9  cards
EJ - Process
Relationship progression,
What is the purpose of relationsh...,
Personal connection characteristics
24  cards
Annuities
What is the importance of underst...,
How does the death of an annuitan...,
Describe the mandatory annuitizat...
15  cards
Client Prospecting
How soon should you reach out to ...,
How can you quickly prepare to tu...,
Baby boomers
6  cards
Critical Phrases for FA
Elevator pitch
1  cards
Definitions
Risk tolerance
1  cards

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Key Financial Advisor Topics

  • Class purpose General learning

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