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Riley Giauque
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Decks in this class (21)
Insurance (Chapter 1 &2)
Accepting some or all of the pote...,
Risk management technique used fo...,
The immediate cause and reason fo...
67
cards
Health Insurance (Chapter 3)
At what age can a person obtain g...,
Paid for by payroll tax deduction...,
Paid for by payroll tax deduction...
69
cards
Life Insurance & Advanced Concepts (Chapter 4 & 5)
Used to purchase life insurance s...,
This requirement serves the goal ...,
If wally is the insured hilda is ...
110
cards
Disability Insurance (Chapter 6)
This type of insurance acts as a ...,
Less that what percent of ss disa...,
Designed to provide benefits to w...
14
cards
Long Term Care
In a community or residential set...,
What is the average stay in a nur...,
Long term care needs can vary bas...
72
cards
Annuities
Outliving one s money,
Provides a stream of income to an...,
Annuity payment option that provi...
29
cards
Property and Liability Insurance
Policy is an excess liability pol...,
Three types of perils that may be...,
Policy that provides the homeowne...
71
cards
Credit Protection
What percent of gdp growth in the...,
The fair credit reporting act of ...,
Established in 2010 to identify d...
12
cards
Social Security
What are the 6 major categories o...,
Who is the family benefit provide...,
What people automatically qualify...
74
cards
Investment Planning: Securities Laws and Regulations
Individuals or firms that buy and...,
When a broker dealer trades on be...,
When a broker dealer trades on it...
60
cards
Investment Planning: Risk and Return
Measures the total return over th...,
Calculated by summing the annual ...,
Calculates the average return ove...
55
cards
Chapter 1 - Intro to investments
This act requires that investment...,
What is the 3 prong test when det...,
An advisor who meets the 3 prong ...
20
cards
Chapter 4 - Investment Planning
Degree by which two assets are re...,
1 indicates 0 indicates 1 indicates,
Formula for standard deviation
41
cards
Chapter 5 - Investment Decisions and Attribution Analysis
What does the treynor ratio measure,
How is the treynor ratio calculated,
Performance ratio that uses syste...
23
cards
IP - Chapter 9 - Equity Securities*
Represents accounting profit of t...,
What is the eps formula,
Structure that does not include a...
102
cards
IP - Chapter 11 - Equity Securities Valuation*
Price an investor believes a stoc...,
Two types of common stock valuation,
A business that is expected to co...
48
cards
IP - Chapter 10 - Equity Securities Analysis*
Two approaches to fundamental ana...,
How does the bottom up approach a...,
How does the top down approach an...
53
cards
IP - Chapter 12 - Investment Companies*
What are the 4 basic types of inv...,
Which type of investment company ...,
What is becoming a more common fo...
70
cards
IP - Chapter 13 - Investment Company Analysis*
What are the 6 steps in the inves...,
Highest level of return for each ...,
What 3 things does mean variance ...
44
cards
IP - Chapter 7 - Fixed Income Securities*
Credit instruments with fixed mat...,
Short term,
These pay interest during the lif...
107
cards
IP - Chapter 8 - Fixed Income Securities Analysis*
These bonds are typically called ...,
Bonds that sell at a significant ...,
What is the best way to calculate...
37
cards
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CFP EXAM - Giauque Flashcards
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