Brainscape's Knowledge GenomeTM


Top Flashcards (Certified)
All Flashcards

CFP 3 - Investment Planning

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

By: Mike Hcolluccm
Start Studying

Decks in this class (10)

103-1 Cash And Equivalents
Cash 1,
Marketability 2,
Certificates of deposit cds 3
15  cards
103-10 Asset Allocation, Portfolio Dev, Investment Strategies
Investment policy statement 1,
Dollar cost averaging dca 2,
Averaging down 3
30  cards
103-9 Stock Valuation Concepts
Balance sheet 1,
Income statement 2,
Business statement of cash flows 3
29  cards
103-8 Bond Valuation Concepts
Duration 1,
Cy ytm ytc when bond sold at par 2,
Cy ytm ytc when bond sold at prem...
17  cards
103-7 Portfolio Management Theory
Modern portfolio theory 1,
Efficient frontier 2,
Indifference curves 3
40  cards
103-6 Measures Of Investment Returns
Simple rate of return 1,
Compound rate of return 2,
Arithmetic mean 3
16  cards
103-4 Alternative Investments & Derivatives
Primary motivation for holding al...,
Undeveloped land 2,
Net operating income noi 3
29  cards
103-5 Types Of Investment Risk & Quantitative Investment Concepts
Investment risk 1,
Diversification 2,
Portfolio diversification 3
34  cards
103-3 Equity & Managed Assets
Disadvantage of issuing equity in...,
Stock s par value 2,
Wash sale 3
28  cards
103-2 Debt Investments
Preferred stock 1,
3 ways a bond can be issued 2,
Bond indenture 3
50  cards

More about
CFP 3 - Investment Planning

  • Class purpose General learning

Learn faster with Brainscape on your web, iPhone, or Android device. Study Mike Hcolluccm's CFP 3 - Investment Planning flashcards now!

How studying works.

Brainscape's adaptive web mobile flashcards system will drill you on your weaknesses, using a pattern guaranteed to help you learn more in less time.

Learn more about spaced repetition

Add your own flashcards.

Either request "Edit" access from the author, or make a copy of the class to edit as your own. And you can always create a totally new class of your own too!

What's Brainscape anyway?

Brainscape is a digital flashcards platform where you can find, create, share, and study any subject on the planet.

We use an adaptive study algorithm that is proven to help you learn faster and remember longer....

Looking for something else?

CFP®
  • 70 decks
  • 1,342 flashcards
  • 1,012 learners
Decks: A1 Cfp Board S Code Of Ethics And Standa, A2 Cfp Board S Procedural Rules, A3 Function Purpose And General Structur, And more!
CFP 502- Investment planning
  • 6 decks
  • 388 flashcards
  • 10 learners
Decks: 502 1 Security Markets And Economic Envi, 502 2 Investment Risk And Return, 502 3 Modern Portfolio Theory And Behavi, And more!
Investments CFP
  • 14 decks
  • 684 flashcards
  • 3 learners
Decks: Taxation Of Investment Vehicles, Alternative Investments, Futures And Options Strategies, And more!
HS328 Investment Planning
  • 9 decks
  • 357 flashcards
  • 1 learners
Decks: Chapter 2 Market Structure Asset Classes, Chapter 3 Risk Return, Chapter 4 Portfolio Theory, And more!
Find Flashcards
Make Flashcards
Brainscape helps you reach your goals faster, through stronger study habits.
© 2025 Bold Learning Solutions. Terms and Conditions