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Accredited Financial Counselor (AFC) > 8. Discuss Investment Basics with a Client (10%) > Flashcards

8. Discuss Investment Basics with a Client (10%) Flashcards

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Accredited Financial Counselor (AFC) (9 decks)

1: Set The Stage & Gather Client Information (10%)

2: Assist The Client in Creating an Action Plan

3. Develop Financial Statements, Ratios, and Spending Plans (10%)

4. Manage Money (15%)

5. Manage Credit and Debt (15%)

6. Educate a Client about Major Acquisitions (10%)

7. Manage Financial Risks (9%)

8. Discuss Investment Basics with a Client (10%)

9. Educate a Client about the Financial Aspects of Retirement and Estate Planning (9%)

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