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Personal Financial Planning

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

By: leo Gottlieb
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Decks in this class (12)

Ch 2
Sign 6,
Making a decision based on whatev...,
What are the 3 general schools of...
32  cards
Ch. 17
List 6 special circumstances outs...,
The social security website has s...,
In a will for a special needs chi...
4  cards
Ch. 16
The cfp board maintains professio...,
The code of ethics sets forth gen...,
The standards of conduct address the
7  cards
Ch. 15
The financial planner needs to un...,
The maximum liability when a stol...,
If the federal reserve wants to i...
8  cards
Ch. 12
Angie and patrick were married on...,
Bruce a single taxpayer has been ...,
Child support is
8  cards
Ch 14
Which of the following is not a c...,
As a financial planner you are pr...,
A life insurance policy failing t...
8  cards
Ch 11 and 13
The period of time a person is ex...,
Which of the following expenditur...,
Which of the following is an adva...
8  cards
Ch 8 and 9
Which of the following is a quali...,
The simplified method for determi...,
The automatically assessed formul...
20  cards
Ch 1
Personal financial planning is th...,
First 4 of 7 steps of financial p...,
Last 3 of 7 steps in the financia...
6  cards
Ch. 4
Which of the following would not ...,
A new automobile loan for 60 mont...,
Which of the following is the for...
31  cards
Ch. 3
Which of the following best descr...,
George age 40 is married with 2 d...,
Which of the following best descr...
42  cards
Ch. 5
The personal risk management proc...,
First 3 steps of the 7 step risk ...,
Last 4 steps of 7 step risk manag...
43  cards

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Personal Financial Planning

  • Class purpose General learning

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