This class was created by Brainscape user Patrick H. Visit their profile to learn more about the creator.
By:
Patrick H
- decks
- flashcards
- learners
Decks in this class (14)
Intro to FP
Code and standards 1,
Code of ethics 2,
Standard of conduct 3
90
cards
Purpose of FP
Goal of fp 1,
Purpose of fp 2,
Clients needs 3
6
cards
Time Value of Money
N 1,
I 2,
Pv 3
114
cards
Financial Planning Practice Standards
When during the client relationsh...,
If you refer a client to someone ...,
Can you use multiple written docu...
58
cards
Financial Statements
Personal statements 1,
Business statements 2,
3 types of debt ratios 3
89
cards
cash flow management
Practice standard 1 1,
Practice standard 2 2,
Financial and investment strategi...
30
cards
debt management
Credit in 3 different forms 1,
Closed end account 2,
Regular charge account 3
28
cards
Education Planning
How to figure out college funding...,
College costs 18 000 this year an...,
If someone is getting a 9 investm...
161
cards
Special Circumstances
Community property states 1,
Equitable division law excludes w...,
Need for support 3
48
cards
Economic Concepts
Law of supply 1,
Law of demand 2,
What causes a shift in supply cur...
75
cards
Financing Strategies
Maximum indebtedness on a primary...,
Reverse mortgage can be taken how 2,
Reverse mortgage is secured how 3
70
cards
Financial Service Regulations
When must you present the brochure 1,
If you put cfp or cfa on form adv...,
Does compensation go on adv 3
84
cards
Consumer Protection Laws
Automatic stays apply to alimony ...,
Do automatic stays apply to crimi...,
2 chapters of bankruptcy 3
37
cards
Regulation of Financial Institutions
Deposit type financial institutio...,
Non deposit type financial instit...,
Federally chartered banks are reg...
52
cards
More about
Intro to FP
- Class purpose General learning
Learn faster with Brainscape on your web, iPhone, or Android device. Study Patrick H's Intro to FP 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.
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?
FP-*('("
- 15 decks
- 382 flashcards
- 1 learners
Decks:
Flight Warning System, Electrical System, Apu, And more!
Legal & Regulatory Aspects of FP
- 26 decks
- 1835 flashcards
- 111 learners
Decks:
Chapter 1 Introduction To Law, Chapter 24 Accountants Liability, Chapter 2 Business Ethics And Social Res, And more!
FP 1
- 6 decks
- 222 flashcards
- 71 learners
Decks:
Lecture 1 Prehistory Classical Antiquity, Lecture 2 The Scientific Revolution, Lecture 5 The Rise And Fall Of Behaviori, And more!
