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B. General Principles of Financial Planning

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

By: Neil Knight
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Decks in this class (9)

Financial Planning Process
What does a fiduciary do,
When does a conflict of interest ...,
What is personal financial planni...
11  cards
Financial Statements
What formula is used to calculate...,
Current assets monthly nondiscret...,
The retirement savings ratio is d...
12  cards
Cash Flow Management
Assisting clients in their financ...,
For what time frame should a clie...,
One of the best ways someone can ...
8  cards
Financing Strategies
Why should someone consider refin...,
Name benefits of financial levera...,
Define secured debt
11  cards
Economic Concepts
To manage growth and attempt to p...,
Which indexes are measures of inf...,
List the three primary tools the ...
21  cards
Time Value of Money Concepts and Calculations
Define internal rate of return irr,
Define annuity due and ordinary a...,
What is the formula for calculati...
8  cards
Client and Planner Attitudes, Values, Biases and Behavioral Finance
A client experiencing the ostrich...,
What are the most effective ways ...,
Name the three predominant learni...
14  cards
Principles of Communication and Counseling
Name four contextual factors that...,
What does it mean to exhibit unco...,
As it relates to good listening s...
10  cards
Debt Management
Identify benefits of a high credi...,
When assuming steady future incom...,
What assets are exempt in a consu...
12  cards

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B. General Principles of Financial Planning

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