Phil's CFP Study

This class was created by Brainscape user Phil de la Motte. Visit their profile to learn more about the creator.

Decks in this class (13)

Wrong Answer Cards
Checking account funds are includ...,
What is the recommended housing e...,
What is the recommended 3
17  cards
Wrong Problem Cards
P8 6 1 tricky 1,
P8 7 3 very complex imo 2,
P8 8 4 3
4  cards
GP Ch0 (behavioral finance)
What is behavioral finance 1,
Define heuristics in the context ...,
Financial infidelity 3
35  cards
GP Ch1: FP Process
Name the 6 ethical duties of a cf...,
Do the cfp code standard duties a...,
What are the cfp duties to client...
39  cards
GP Ch2 (Code of Ethics, Standards of Conduct)
What year did the latest version ...,
What is the gist of the code of e...,
What is fiduciary duty 3
69  cards
GP Ch3 (Fin Stmts & Cash Flow Mgmt)
Are life insurance cash values co...,
What are asset class are these od...,
What is the formula for statement...
19  cards
GP Ch4 (TVM problems)
What is the rule of 72 shortcut 1,
Calculator beg end mode is import...,
What is the formula for real rate...
4  cards
GP Ch5 (Function/purpose/regulation of financial institutions)
Which agencies regulate federally...,
True or false a state chartered b...,
What are the steps for determinin...
22  cards
GP Ch6 (College Planning)
What are the two types of 529 pla...,
What is the other name for a qual...,
What is the impact of 529 plan as...
28  cards
GP Ch7 (Special Circumstances & Economic Concepts)
Why might you want to sell a home...,
In pre 2019 divorces the tax trea...,
There are some irs rules around w...
46  cards
GP Ch8 (Financing Strategies)
On the exam st debt is only 2 thi...,
On the exam the higher the margin...,
What does sofr stand for 3
14  cards
GP Ch9 (Fin Svcs Regulations)
What entity regulates investment ...,
Where do registered investment ad...,
Does finra have any real jurisdic...
31  cards
GP Ch10 (Contracts & Laws)
What are the key elements for a c...,
What is the law of agency all abo...,
Tricky cfp question do brokers ha...
22  cards

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Phil's CFP Study

  • Class purpose General learning

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