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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.

By: Rollin Phillips
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Decks in this class (12)

Ch.2 - Communicating Effectively with Clients
What are the four ways an advisor...,
This is the design of the subject...,
What are the three types of struc...
49  cards
Ch.1 - Financial Planning Process
A comprehensive financial plan is...,
What are the 7 reasons people beg...,
According to the retirement confi...
23  cards
Ch.3 - Ethics, Professionalism, and Practice Standards
The number one influence on an ex...,
Ethics represents the underlining...,
What holds businesses the economy...
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
Comprehensive fact finders focus ...,
If a client is married should bot...,
What are the sections of a compre...
43  cards
Ch.5 - Time Value of Money: Basic Concepts and Applications
The time value of money concept i...,
A percentage that represents the ...,
The process of lowering a future ...
10  cards
Ch.6 - Time Value of Money: Advanced Concepts and Applications
When trying to determine payments...,
How do you solve for the effectiv...,
How do you solve for future value...
9  cards
Ch.7 - Education Planning Applications & Ch.8 - Debt Management Applications
Previously Module 8
73  cards
Ch.9 - The Regulation of Financial Advisors
What law or act controls the regu...,
What are the 3 things that will h...,
True or false both fees for advic...
49  cards
Ch.10 - The Legal and Economic Environment of Financial Institutions
Enhances public confidence 1,
The ________ provides deposit ins...,
The ncusif provides deposit insur...
38  cards
Module 11 (Planning For Special Circumstances)
Over ____ of marriages end in div...,
Divorce rates have steadily _____...,
Which group are more likely to di...
68  cards
Test Review
What is the first step in a compr...,
An explanatory response is intend...,
A suggestive response is intended...
13  cards

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ChFC HS 300: Financial Planning: Process and Environment

  • Class purpose General learning

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Financial Planning Process And Enviro...
  • 9 decks
  • 46 flashcards
  • 1 learners
Decks: Chapter 1, Chapter 2, Chapter 3, And more!
CHFC HS 300
  • 15 decks
  • 638 flashcards
  • 466 learners
Decks: Module 2 Effective Communication, Module 1 Financial Planning Process, Module 3 Ethics, And more!
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