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Lindsay Adams
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Decks in this class (24)
Fundamentals Lesson 1
The code of ethics is of is not s...,
Duties owed to clients,
Elements of financial advice
58
cards
Fundamentals Lesson 2
If advisor aum 110m must register...,
Sec doesn t allow letters ria aft...,
Investment advisors act of 1940 d...
17
cards
Fundamentals Lesson 3
External factors opportunities th...,
Financial planning process,
Qualitative data
20
cards
Fundamentals Lesson 4
Monetary fiscal policyexpansion i...,
Shift in demand curve due to,
Shift in supply curve due to
102
cards
Fundamentals Lesson 5
Internal analysis the way people ...,
Internal data includes,
Life cycle position
14
cards
Fundamentals Lesson 6
Balance sheet statement of financ...,
Assets stated at ___ 3 categories,
Liabilities stated at ___ 2 categ...
40
cards
Fundamentals Lesson 7
Expected family contribution deve...,
A student is considered independe...,
Federal spell grant
39
cards
Insurance Lesson 1
H,
Pure risk,
Speculative risk
85
cards
Insurance Lesson 2
Needs approach,
Human life value approach,
Term life insurance types
91
cards
Insurance Lesson 3
Insurance is appropriate for fina...,
3 types of homeowners policies,
Basic ho coverage 12 named perils
49
cards
Insurance Lesson 4
Social security from fica seca pa...,
Covered by oasdi,
Not covered by oasdi
33
cards
Investments Lesson 1
Best efforts,
Firm commitment,
Prospectus
79
cards
Investments Lesson 2
Standard deviation,
1 standard deviation away will fa...,
Probability expected return formula
61
cards
Investments Lesson 3
Holding period return,
Items to remember when calculatin...,
Example exam question bought 100 ...
20
cards
Investments Lesson 4
Dividend discount model,
If required rate of return decrea...,
Example exam question current ann...
48
cards
Investments Lesson 5
Us treasury securities,
Non marketable securities,
Series ee bonds
41
cards
Investments Lesson 6
Rising interest rates mean invest...,
Drop in interest rates means coup...,
Coupon rate nominal yield
48
cards
Investments Lesson 7
Closed end funds,
Open end funds,
Unit investment trust funds
19
cards
Investments Lesson 8
One option controls __ shares,
Call option right to __,
Put option right to __
50
cards
Tax Lesson 1
Most personal use assets are,
Items that are not capital assets,
Example exam question which of th...
106
cards
Tax Lesson 2
Basic tax formula,
Cash basis taxpayers recognize in...,
Accrual basis taxpayers recognize...
105
cards
Tax Lesson 3
Internal revenue code created by ...,
Administrative sources,
Regulations
29
cards
Tax Lesson 4
Cost of business or income produc...,
Depreciation,
Basis
33
cards
Tax Lesson 5
Selection process for entities in...,
Entities almost always formed under,
Proprietorships general partnerships
66
cards
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CFP July 2022
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