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ChFC HS 300: Financial Planning: Process and Environment

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

Flashcard maker: Rollin Phillips
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Decks in this class (12)

Ch.2 - Communicating Effectively with Clients
The creator of this deck did not yet add a description for what is included in this deck.
49  cards
Ch.1 - Financial Planning Process
The creator of this deck did not yet add a description for what is included in this deck.
23  cards
Ch.3 - Ethics, Professionalism, and Practice Standards
The creator of this deck did not yet add a description for what is included in this deck.
28  cards
Module 4 (Client Risk Tolerance)
Not sure what Module 4 is but it has some good info so I've retained it.
50  cards
Ch.4 - Gathering Data and Preparing Financial Statements
The creator of this deck did not yet add a description for what is included in this deck.
43  cards
Ch.5 - Time Value of Money: Basic Concepts and Applications
The creator of this deck did not yet add a description for what is included in this deck.
10  cards
Ch.6 - Time Value of Money: Advanced Concepts and Applications
The creator of this deck did not yet add a description for what is included in this deck.
9  cards
Ch.7 - Education Planning Applications & Ch.8 - Debt Management Applications
Previously Module 8
73  cards
Ch.9 - The Regulation of Financial Advisors
The creator of this deck did not yet add a description for what is included in this deck.
49  cards
Ch.10 - The Legal and Economic Environment of Financial Institutions
The creator of this deck did not yet add a description for what is included in this deck.
38  cards
Module 11 (Planning For Special Circumstances)
The creator of this deck did not yet add a description for what is included in this deck.
68  cards
Test Review
The creator of this deck did not yet add a description for what is included in this deck.
13  cards

More about
ChFC HS 300: Financial Planning: Process and Environment

  • Full test name Chartered Financial Consultant
  • Test acronym ChFC

This pack was copied from Tommy Boye (CHFC HS 300). The flashcards in this pack will have grammar and spelling errors corrected. Additional flashcards may be added and others may be updated as I utilize the pack to better reflect the course material as of 2020 Q1.

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