This class was created by Brainscape user Rielle Sanidad. Visit their profile to learn more about the creator.
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Rielle Sanidad
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Decks in this class (18)
Formulas
Real rate of return,
Capitalized value
2
cards
Investment Rules/Tricks
Rule of 72
1
cards
General Principles Chapter 1 & 2
Financial planning process,
When to follow process,
Eight knowledge categories
6
cards
General Principles Chapter 3
Net worth,
Statement of financial position,
Asset categories
18
cards
General Principles Chapter 4
Time Value of Money Concepts and Calculations
10
cards
General Principles Chapter 5
Financial Institutions
21
cards
General Principles Chapter 6
Education Planning
55
cards
General Principles Chapter 7
Special Circumstances & Economic Concepts
33
cards
General Principles Chapter 9
Financial Services Regulations and Requirements
17
cards
General Principles Chapter 10
Biz Law/Consumer Protection Laws
22
cards
General Principles Chapter 8
Financing Strategies
9
cards
Insurance Chapter 3
Declarations page what is on it,
List section 1 coverages,
List section 2 coverages
28
cards
Insurance Chapter 4
Stop loss limit,
Coinsurance,
Affordable care act
17
cards
Insurance Chapter 5
Own occupation,
Modified own any occupation,
Split definition
11
cards
Investments
Negotiable cds,
Mmda,
Mmf
142
cards
Income Tax
Irc,
Treasury regulations,
Revenue rulings procedures
81
cards
Retirement
1
cards
Estate
Survivorship annuities inclusion ...,
3 yr rule included,
Transfers w retained life interest
96
cards
More about
Ri CFP
- Class purpose General learning
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