Certified Financial Planner

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

Flashcard maker: tony beth

Decks in this class (35)

Law of Contracts
The creator of this deck did not yet add a description for what is included in this deck.
20  cards
Agency
The creator of this deck did not yet add a description for what is included in this deck.
29  cards
Professional Liability
The creator of this deck did not yet add a description for what is included in this deck.
10  cards
Buying vs Leasing
The creator of this deck did not yet add a description for what is included in this deck.
31  cards
Function, Purpose and Regulation of Financial Institutions
The creator of this deck did not yet add a description for what is included in this deck.
32  cards
The Financial Planning Process
The creator of this deck did not yet add a description for what is included in this deck.
5  cards
Credit and Debt Management
The creator of this deck did not yet add a description for what is included in this deck.
39  cards
Personal and Business Financial Statements
The creator of this deck did not yet add a description for what is included in this deck.
12  cards
Life Cycle Planning
The creator of this deck did not yet add a description for what is included in this deck.
20  cards
Education Planning
The creator of this deck did not yet add a description for what is included in this deck.
37  cards
Monetary Settlements and Special Circumstances
The creator of this deck did not yet add a description for what is included in this deck.
37  cards
Financial Services Industry Regulation Requirements
The creator of this deck did not yet add a description for what is included in this deck.
12  cards
Emergency Fund Planning
The creator of this deck did not yet add a description for what is included in this deck.
2  cards
CFP Board's Code of Ethics and Standards of Conduct
The creator of this deck did not yet add a description for what is included in this deck.
3  cards
Principles of Insurance
The creator of this deck did not yet add a description for what is included in this deck.
30  cards
Evaluation and Analysis of Risk Exposures
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20  cards
Legal Aspects of Insurance
The creator of this deck did not yet add a description for what is included in this deck.
22  cards
Property and Casualty Insurance
The creator of this deck did not yet add a description for what is included in this deck.
9  cards
General Business Liability
The creator of this deck did not yet add a description for what is included in this deck.
5  cards
Basic Economic Concepts
The creator of this deck did not yet add a description for what is included in this deck.
55  cards
Fixed Income Securities
The creator of this deck did not yet add a description for what is included in this deck.
65  cards
Overview of Estate Planning
The creator of this deck did not yet add a description for what is included in this deck.
64  cards
Forms of Property Ownership
The creator of this deck did not yet add a description for what is included in this deck.
39  cards
Gifting
The creator of this deck did not yet add a description for what is included in this deck.
23  cards
Gross Estate
The creator of this deck did not yet add a description for what is included in this deck.
25  cards
Estate Tax Calculations
The creator of this deck did not yet add a description for what is included in this deck.
14  cards
Generation-Skipping Transfer Tax
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14  cards
Estate Planning Documents
The creator of this deck did not yet add a description for what is included in this deck.
35  cards
Probate Process
The creator of this deck did not yet add a description for what is included in this deck.
0  cards
Derivatives, Insurance Securities & Other Investments
The creator of this deck did not yet add a description for what is included in this deck.
23  cards
Investment Risks
The creator of this deck did not yet add a description for what is included in this deck.
29  cards
Measures of Investment Returns
The creator of this deck did not yet add a description for what is included in this deck.
13  cards
Formula Investing and Investment Strategies
The creator of this deck did not yet add a description for what is included in this deck.
20  cards
Retirement Needs Analysis
The creator of this deck did not yet add a description for what is included in this deck.
2  cards
Income Tax Law Fundamentals
The creator of this deck did not yet add a description for what is included in this deck.
1  cards

More about Certified Financial Planner

  • Class purpose General learning

The creator of this class did not yet add a description for what is included in this class.

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