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fpqp certification

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

By: Andreana Harris
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Decks in this class (10)

Estate Planning Basics
Act of 2014 created the opportuni...,
Pertinent to calculating estate t...,
Person who settles the probate es...
80  cards
Tax Implications of Financial Decisions
Earned income from salaries and w...,
The owners original basis in a ca...,
Important in income tax calculati...
45  cards
The Financial Planning Process
An individual can also be called ...,
A firm in the business of buying ...,
A written set of rules and expect...
27  cards
Business Ownership, Cash Management, and the Use of Debt
Interest rate on the mortgage may...,
The management of loan principal ...,
What a person owns includes cash ...
52  cards
The Time Value of Money
The repayment schedule of loan pr...,
The recipient of annuity distribu...,
A stream of equal payments receiv...
26  cards
Insurance Basics and Property Insurance
Pertains to property insurance lo...,
Individual who sells insurance fo...,
Insurance designed to protect the...
50  cards
Life and Health Insurance
Provision sometimes contained in ...,
Provision sometimes contained in ...,
Pertinent to long term care polic...
102  cards
Investment Basics and Strategies
The return on investments after a...,
A mutual fund that invests primar...,
A mutual fund that invests in dif...
101  cards
Retirement Planning
A plan that allows an employee to...,
Also known as a tax sheltered ann...,
That portion of the master or pro...
70  cards
Hodge Podge
Mixture of Financial Topics
22  cards

More about
fpqp certification

  • Class purpose General learning

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