CDFA Overview Flashcards
Accountant
A person who is qualified to keep, audit, and inspect the financial records of individuals or business concerns and prepares financial and tax reports.
Actuary
A person whose work is to calculate statistically risks, premiums, and life expectancies for insurance and pension plans.
Attorney
A person who is legally qualified and licensed to represent a person in a legal matter, such as a transaction or lawsuit.
Business Valuator
An individual who is trained in evaluating and assigning a value to a business.
Divorce
The legal proceeding by which a marriage is legally terminated. It may be contested (where one party denies the allegation or wants to keep the marriage in place) or uncontested.
Mediator
An individual who has been trained to assist people in coming to an agreement, especially one that reconciles differences between disputants.
Pension Valuator
An individual who is qualified to calculate the value of defined benefit pension plans, such as the marital portion of a plan for the division of assets in a divorce.
