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Financial Advisor

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

By: Jose Ledesma
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Decks in this class (18)

Financial Terms
Secular market definition,
Catalyst,
Standard deviation
5  cards
Market Indicies
Define nasdaq,
Define standard poors 500 index,
Describe the s p 500 capitalizati...
10  cards
Stocks
Define alpha,
Define benchmark portfolio,
Define tactical asset allocation
3  cards
Client Prospecting
How soon should you reach out to ...,
How can you quickly prepare to tu...,
Baby boomers
6  cards
Annuities
What is the importance of underst...,
How does the death of an annuitan...,
Describe the mandatory annuitizat...
15  cards
Edward Jones Information
Relationship progression,
What is the purpose of relationsh...,
Personal connection characteristics
24  cards
General Information
Financial advisor number,
User name,
Employee id
9  cards
EJ - Acronyms
Fspend,
Ach transfer,
Loi
9  cards
Financial Phrases
Describe a market correction,
Describe a market correction,
Retirement unexpected
14  cards
Mutual Funds
Mutual fund description,
Exchange traded funds definition,
Fund categorization
43  cards
Markets
Stock ticker components,
Stock ticker components,
Energy ticker components
19  cards
Bonds
Treasury bill definition,
Treasury note definition,
Treasury bond definition
6  cards
401(K)
Roth 401 k distribution treatment,
Defineemployment taxes
2  cards
Roth Individual Retirement Account
Qualified distribution 5 year wai...,
Roth fdic protection,
Withdrawal of excess annual contr...
21  cards
Traditional Individual Retirement Account
Ira contribution limits for 2015 ...,
Ira contribution limits for 2019 ...,
Excess ira contribution limits pe...
4  cards
SECURE ACT
Secure act acronym,
Secure act passage date,
Secure act purpose
10  cards
Definitions
Secular market,
2  cards
Practical Knowledge for FA
Define,
Identify the down market capture ...
2  cards

More about
Financial Advisor

  • Class purpose General learning

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