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Financial Planning Fundamentals

This class was created by Brainscape user O'Zell Golden. Visit their profile to learn more about the creator.

By: O'Zell Golden
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Decks in this class (6)

Fundamentals Fin. Planning
What should consumer debt payment...,
Housing debt should be less than ...,
Housing plus all other recurring ...
20  cards
Insurance
Acronym to describe insurable risks,
Acronym for elements needed in le...,
Characteristics of insurance cont...
22  cards
Investments
What is a red herring,
What is formula to calculate marg...,
What is the formula to calculate ...
63  cards
Income Tax Planning
All assets are capital assets except,
What are sections 1231 assets,
What is a reduced exclusion resid...
16  cards
Retirement Plans & Employee Benefits
Name the pension plans and descri...,
Name the seven profit sharing plans,
What are the advantages of a qual...
17  cards
Estate Planning
What are the requirements to disc...,
For sole ownership determine 1 of...,
For tenants in common determine 1...
10  cards

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Financial Planning Fundamentals

  • Class purpose General learning

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