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CFP® flashcards

CFP Book 1 - General Financial Planning Principles, Professional Conduct, and Regulation (og - EXTENSIVE)

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

By: Tabitha Bengtson
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Decks in this class (7)

Chapter 1 - Financial Planning Process
Define financial planning,
Define financial advice,
Financial advice touches on the f...
82  cards
Chapter 2 - Financial Statements
A statement of financial position...,
Assets and liabilities should be ...,
The statement of financial positi...
58  cards
Formulas & Equations - Book 1 General Financial Planning Principles, Professional Conduct, and Regulation
These include definitions of the concepts mentioned in them inside their cards for easy reference.
10  cards
Chapter 3 - Cash Flow Management
Budgeting requires planning for the,
Budgeting is a process of,
The first step in preparing a bud...
30  cards
Chapter 4 - Financing Strategies and Debt Management
Debt is appropriate when,
Debt should be analyzed in terms of,
In general clients should avoid u...
18  cards
Mnemonic Devices
Disclosure required for documenta...,
The 8 documents needed for stage ...,
The 7 steps of the fpp
5  cards
Chapter 5
Several financial institutions of...,
Any person or entity can have fdi...,
Federal deposit insurance protect...
61  cards

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CFP Book 1 - General Financial Planning Principles, Professional Conduct, and Regulation (og - EXTENSIVE)

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