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financial planning 1 course

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

By: Mackenzie Stuart
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Decks in this class (7)

Chapter 1 - Managing the Financial Planning Process
How does an advisor engage with c...,
How does an advisor engage with c...,
How has the old reactive model of...
15  cards
Chapter 2 - Budgeting and Consumer Lending
What 3 essential questions does a...,
What is a personal cash flow stat...,
What is the purpose of a cash flo...
23  cards
Chapter 3 - Mortgages
When may a second mortgage be gra...,
Why do second mortgages generally...,
List the different types of mortg...
16  cards
Chapter 4 - Taxation
What are the 3 basic sources of t...,
Which form of taxes do federal pr...,
What is the easiest and most comm...
61  cards
Chapter 5 - Investments
How do you calculate your risk pr...,
W,
What is the fisher equation
8  cards
Chapters 6 & 7 - Retirement/Wills & POAs
What would reduce earned income f...,
For how many years do you have to...,
When is the first llp repayment due
57  cards
Chapter 8 - Risk Management and Life Insurance
What is the definition of risk,
What are the sub categories of risk,
What is the difference between a ...
14  cards

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financial planning 1 course

  • Class purpose General learning

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