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CFP® flashcards

CFP 1 - Fundamentals and Ethical Considerations

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

By: Travis Portwood
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Decks in this class (10)

Unit 3 - Cash Flow Management and Financing Strategies
What is the current ratio,
What is the housing cost ratio,
Discretionary expense
21  cards
Unit 6 - Regulatory Requirements, Financial Institutions, Professional Conduct, and Fiduciary Responsibility
Name the parts of the cfp board s...,
Describe the investment advisors ...,
Describe the 2011 dodd frank wall...
22  cards
Unit 1 - The Personal Financial Planning Process and Interpersonal Communication
Describe the 6 step planning proc...,
When does the financial planning ...,
List the 6 main components of a s...
27  cards
Unit 2 - Financial Statements: Analysis and preparation
Describe the statemnt of financia...,
Net worth formula,
Key area s of the statement of fi...
21  cards
Unit 4 - TVM Principles part I
Define an annuity in time value o...,
Define an annuity due in time val...,
Define an ordinary annuity in tim...
17  cards
Unit 5 - TVM Principles Part II
Discounted cash flow calculations,
Net present value npv,
Internal rate of return irr
15  cards
Unit 7 - Professional Conduct and Fiduaciary Responsibility
Define a financial planning engag...,
Items that the cfp board says can...,
Items that the cfp board requires...
22  cards
Unit 8 - The Economic and Legal Environment of Financial Planning
What is supply,
The supply curve,
Shift is supply curve
46  cards
Unit 9 - Education Planning, Savings and Spending Techniques
Education needs analysis process,
Ugma utma facts,
Define the kiddie tax
30  cards
Unit 10 - Financial Planning for special circumstances
List the tax considerations resul...,
Describe a living will,
Describe a durable power of attor...
14  cards

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CFP 1 - Fundamentals and Ethical Considerations

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