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

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.

How studying works.

Brainscape's adaptive web mobile flashcards system will drill you on your weaknesses, using a pattern guaranteed to help you learn more in less time.

Add your own flashcards.

Either request "Edit" access from the author, or make a copy of the class to edit as your own. And you can always create a totally new class of your own too!

What's Brainscape anyway?

Brainscape is a digital flashcards platform where you can find, create, share, and study any subject on the planet.

We use an adaptive study algorithm that is proven to help you learn faster and remember longer.

Looking for something else?

HS 300 Finanical Planning: Process An...
  • 3 decks
  • 29 flashcards
  • 1 learners
Decks: Lesson 8, Lesson 1, Lesson 2, And more!
ChFC - HS 300 Financial Planning
  • 7 decks
  • 107 flashcards
  • 1 learners
Decks: Lesson 1 Quiz Questions, Lesson 2 Quiz Questions, Lesson 3 Quiz Questions, And more!
HN 300 Food Science
  • 12 decks
  • 252 flashcards
  • 3 learners
Decks: Lecture One What Is Food Science, Lecture Two Sensory Evaluation, Lecture 3 Water Activity, And more!
Kaplan Tier 1 Financial Planning
  • 10 decks
  • 381 flashcards
  • 2 learners
Decks: Australia S Financial System And Economi, Broad View Of Financial Advice, Working In Financial Planning, And more!
Make Flashcards