This class was created by Brainscape user Kim Bowman. Visit their profile to learn more about the creator.
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Kim Bowman
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Decks in this class (12)
Assignment 1 - Personal Wealth Mgmt
An arrangement for the devolution...,
The actions of indiv and firms in...,
The translation of personal obj i...
58
cards
Assignment 2 - A Macro View
Premium rates that are set for ea...,
The installation of a smoke detec...,
Type of ins policy used where ind...
73
cards
Assignment 3 - Investment Strategy
Theory that seeks to achieve the ...,
Theory proposing that all investo...,
Systematic risks versus unsystema...
69
cards
Assignment 4 - Retirement Planning Approaches
A plan is considered to be this i...,
Term for a plan in which ss benef...,
Some commentators have referred
54
cards
Assignment 5 - The Tax Mgmt Process
Type of trust whose income is tax...,
When income has been credited to ...,
Increases in income that just kee...
43
cards
Assignment 6 - An Overview of Estate Planning
Form of ownership that exists whe...,
Property that is handled and dist...,
Trusts that allow an unlimited du...
42
cards
Assignment 7 - Managing Personal Risk
Managed care plan using a primary...,
Settlement option that issues mon...,
Type of protection where the insu...
56
cards
Assignment 8 - Managing Property and Liability Risk
Policy that covers breach of duty...,
Only source of flood and mudslide...,
Special endorsement on homeowner ...
37
cards
Assignment 9 - Inv. Mgmt: Growth and Value Through Equity Investing
Inv of a certain sum of money at ...,
Order that specifies the max pric...,
Type of order to buy or sell secu...
50
cards
Assignment 10 - Inv. Mgmt: Income Generation
Denominated acct or cd issued by ...,
Type of inv comp that invests in ...,
Denominated accts or cds in europ...
62
cards
Assignment 11 - Portfolio Theory and Diversification
In disposing of shares acquired o...,
Type of inv fund that is organize...,
Type of investor that follows buy...
78
cards
Assignment 12 - Accumulating and Deploying Cap for Targeted Goals
Type of annuity where the cash va...,
Sales charges deducted from the p...,
Charges imposed on more than a ce...
64
cards
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RPA 4
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