This class was created by Brainscape user Cole Taylor. Visit their profile to learn more about the creator.
By:
Cole Taylor
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Decks in this class (7)
Fundamentals
What are the code of ethics,
What is correct way to use cfp marks,
What duties equal up to fiduciary...
163
cards
Investments
What is short selling,
What are some of the characterist...,
What is the initial margin
240
cards
Tax
What are the three type of assets,
What are capital assets,
What are section 1231 assets
132
cards
Estate
Efficient transfer what is this,
Effective transfer what is this,
What can a cfp do and cant do wit...
232
cards
Retirement
What are the defined benefit pens...,
What are the defined contribution...,
What are the defined contribution...
249
cards
Insurance
What type of risk does insurance ...,
Pure risk vs speculative risk,
Avoidance what severity frequency
188
cards
Biases
Behavioral finanance terms affect...,
Behavioral finanance terms anchoring,
Behavioral finanance terms availa...
20
cards
More about
CFP
- Class purpose General learning
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