Key Financial Advisor Topics

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

Flashcard maker: Jose Ledesma

Decks in this class (16)

SECURE ACT
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10  cards
Traditional Individual Retirement Account
The creator of this deck did not yet add a description for what is included in this deck.
4  cards
Roth Individual Retirement Account
The creator of this deck did not yet add a description for what is included in this deck.
21  cards
401(K)
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2  cards
Financial Terms
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2  cards
Bonds
The creator of this deck did not yet add a description for what is included in this deck.
6  cards
Markets
The creator of this deck did not yet add a description for what is included in this deck.
19  cards
Mutual Funds
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43  cards
Financial Phrases
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12  cards
EJ - Acronyms
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9  cards
General Information
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9  cards
EJ - Process
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24  cards
Annuities
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15  cards
Client Prospecting
The creator of this deck did not yet add a description for what is included in this deck.
6  cards
Critical Phrases for FA
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1  cards
Definitions
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1  cards

More about Key Financial Advisor Topics

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  • Industry Unspecified
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The creator of this class did not yet add a description for what is included in this class.

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