This class was created by Brainscape user Jeremy W. Visit their profile to learn more about the creator.
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Jeremy W
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Decks in this class (19)
Section 101 Unit 1-2
Comprehensive financial plan cons...,
Quantitative data,
Qualitative data
35
cards
Section 101 Unit 3
Discretionary expense,
Non discretionary expense,
Consumer debt ratio
20
cards
Section 101 Unit 4
0
cards
Section 101 Unit 6
Who must register as an investmen...,
The securities act of 1933,
The securities act of 1934
12
cards
Section 101 Unit 7
Financial planning engagement,
Cfp board requires cfp certificat...,
What information and disclosers m...
20
cards
Section 101 Unit 8
Supply,
Demands,
Substitution effect
42
cards
Section 101 Unit 9
Coverdell education savings accou...,
Irc section 529 plan aka qualifie...,
Prepaid tuition plan
16
cards
Section 101 Unit 10
Property settlement,
Qualified domestic relations orders,
Living will aka advanced directive
20
cards
Section 103 Unit 1
Liquidity,
Marketability,
Marketable vs liquidity
15
cards
Section 103 Unit 2a
Three ways a bond is issued,
Bond indenture,
Par value
37
cards
Section 103 Unit 2b
Two types of municpal debt obliga...,
General obligation bonds gos,
Revenue bonds
16
cards
Section 103 Unit 3
Types of stocks,
Shareholder of record,
Record date
41
cards
Section 103 Unit 4
Real estate investment classifica...,
Unimporved land,
Commercial or residential rental ...
44
cards
Section 103 Unit 5
Investment risk,
Expected return,
Total or absolute risk two compon...
34
cards
Section 103 Unit 6
Simple rate of return,
Compound rate of return,
Arithmetic mean
21
cards
Section 103 Unit 7
Modern porfolio theory mpt,
Efficient frontier,
Indifference curves
23
cards
Section 103 Unit 8
Instrinsic value of a bond formula,
Yield curve,
Normal or positive yield curve
12
cards
Section 103 Unit 9
Instrinsic value of stock four ap...,
Constant growth dividend discount...,
Expected return of a stock
14
cards
Section 103 Unit 10
Formula investing,
Dollar cost averaging dca,
Dividend reinvestment plans drips
23
cards
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CFP
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