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Toria Baker
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Decks in this class (18)
ethics, law, and code of ethics
What is the code of ethics 1,
What duties are owed to the client 2,
What is financial advice 3
37
cards
registered investment advisors
If an advisor has assets less tha...,
If an advisor has assets more tha...,
If an advisor has assets between ...
24
cards
elements of financial planning and behavioral considerations
What is the definition of opportu...,
What is the first step in the fin...,
What is the second step in the fi...
28
cards
economic business cycle, consumer protection
When interest rates rise investme...,
When interest rates rise purchasi...,
When tax rates rise there is a re...
87
cards
financial statements and analysis
What are some examples of financi...,
What will the cfp call a balance ...,
What will the cfp call an income ...
36
cards
internal analysis
Life cycle position 1
1
cards
education planning
Information on the fafsa is used ...,
What is the efc 2,
What is the formula to determine ...
27
cards
principles of insurance
Insurance is used as a protection...,
Pure risk 2,
Speculative risk 3
46
cards
life, health, and disability insurance
Needs approach 1,
Human life value approach 2,
Annual renewable term 3
66
cards
property and liability insurance
What are the three basic forms of...,
What is basic coverage 2,
What is broad coverage 3
31
cards
social security
What does it mean to be fully ins...,
If a retiree delays their benefit...,
How is social security taxed 3
16
cards
fundamentals of investments
What are the two forms of underwr...,
What is best efforts underwriting 2,
What is firm commitment underwrit...
56
cards
portfolio theory
What is standard deviation 1,
The higher the standard deviation...,
What percent under the curve is 1...
57
cards
measuring return
What is the formula for holding p...,
What is dollar cost averaging 2,
What is fundamental analysis 3
15
cards
bonds
How are all us treasury securitie...,
What does it mean if the security...,
What are series ee bonds 3
59
cards
investment companies
What are the different types of i...,
What are closed end investment co...,
What are open end investment comp...
17
cards
derivatives
How many shares are in one option...,
What are the two types of options 2,
What is a call option 3
28
cards
property taxation
What are capital assets 1,
What is not a capital asset 2,
What are ordinary income assets 3
9
cards
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