Brainscape's Knowledge GenomeTM


Top Flashcards (Certified)
All Flashcards

Financial Advisor

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

By: Jose Ledesma
Start Studying

Decks in this class (18)

Financial Terms
Define secular market 1,
Catalyst 2,
Standard deviation 3
5  cards
Market Indicies
Define nasdaq 1,
Define standard poor s 500 index 2,
Describe the s p 500 capitalizati...
10  cards
Stocks
Define alpha 1,
Define benchmark portfolio 2,
Define tactical asset allocation 3
3  cards
Client Prospecting
How soon should you reach out to ...,
How can you quickly prepare to tu...,
Describe the following generation...
6  cards
Annuities
What is the importance of underst...,
Describe the authority of an annu...,
Describe the mandatory annuitizat...
15  cards
Edward Jones Information
Identify the 1,
What is the purpose of relationsh...,
What are the characteristics of e...
24  cards
General Information
What is your financial advisor nu...,
What is your user name 2,
What is your employee id 3
9  cards
EJ - Acronyms
Identify 1,
Identify ach transfer aka electro...,
Identify letter of intent 3
9  cards
Financial Phrases
Emotional buying and selling 1,
Describe a market correction 2,
What to say when a client states ...
14  cards
Mutual Funds
Define mutual funds 1,
Define 2,
How are funds categorized 3
43  cards
Markets
Identify the components of a stoc...,
Identify the components of a stoc...,
Identify the components of an ene...
19  cards
Bonds
Define 1,
Define 2,
Define 3
6  cards
401(K)
How are distributions from 1,
Define 2
2  cards
Roth Individual Retirement Account
Describe the 5 year waiting perio...,
What is the amount of insurance p...,
Explain the withdrawal of excess ...
21  cards
Traditional Individual Retirement Account
What are the ira contribution lim...,
What are the ira contribution lim...,
What is the penalty for excess co...
4  cards
SECURE ACT
Identify the acronym 1,
When was the secure act signed in...,
Identify the purpose of the secur...
10  cards
Definitions
Define 1,
Blank 2
2  cards
Practical Knowledge for FA
Define down market capture ratio 1,
Identify the down market capture ...
2  cards

More about
Financial Advisor

  • Class purpose General learning

Learn faster with Brainscape on your web, iPhone, or Android device. Study Jose Ledesma's Financial Advisor flashcards now!

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.

Learn more about spaced repetition

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?

Financial Accounting Reporting
  • 28 decks
  • 1589 flashcards
  • 10 learners
Decks: Financial Statements, Basic Concepts Financial Statements, Income Statements Items, And more!
Financial Accounting and Reporting
  • 36 decks
  • 681 flashcards
  • 233 learners
Decks: Financial Reporting Environment, Income Statement Items, Stay Focused, And more!
Financial Economics
  • 28 decks
  • 676 flashcards
  • 21 learners
Decks: Articles, Package 5, Package 1, And more!
financial markets
  • 17 decks
  • 463 flashcards
  • 60 learners
Decks: Chapter 2 An Overview Of The Financial S, Chapter 1 Introduction, Chapter 3 What Is Money, And more!
Find Flashcards
Make Flashcards
Brainscape helps you reach your goals faster, through stronger study habits.
© 2025 Bold Learning Solutions. Terms and Conditions