This class was created by Brainscape user Brian Clay. Visit their profile to learn more about the creator.
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Brian Clay
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Decks in this class (8)
General Principles
What is the financial planning pr...,
What is the formula for net worth 2,
What is considered cash cash equi...
69
cards
CFP Board Code of Ethics and Standards of Conduct
Code of conduct 1,
Fiduciary standard 2,
Duty of loyalty 3
9
cards
Behavioral Finance
What is heuristics 1,
What is behavioral finance 2,
Financial infidelity 3
33
cards
Insurance
What is a risk 1,
What is a peril 2,
What is a hazard 3
113
cards
Investments
What is a mmda 1,
What is a mmf 2,
What is the difference between mm...
80
cards
Tax
What is the primary source of all...,
What are hobby loss rules 2,
What are the filing dates of esti...
64
cards
Retirement
How do you do a three stepper 1,
In a pension what yields the high...,
When does a working become fully ...
75
cards
Estate
What is the person making a will ...,
What are the disadvantages to pro...,
What assets are included in the p...
75
cards
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CFP - Brian's Cards
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