Brainscape
Find Flashcards
Make Flashcards
Why It Works
More
Educators
Businesses
Tutors & resellers
Content partnerships
Academy
About
Educators
Teachers & professors
Content partnerships
Tutors & resellers
Businesses
Employee training
Content partnerships
Tutors & resellers
Academy
About
Log In
Get Started
Brainscape's Knowledge Genome
TM
Browse over 1 million classes created by top students, professors, publishers, and experts.
Entrance Exams
Professional Certifications
Foreign Languages
Medical & Nursing
Science
English
Humanities & Social Studies
Mathematics
Law
Vocations
Health & Fitness
Business & Finance
Technology & Engineering
Food & Beverage
Fine Arts
Random Knowledge
See full index
2020-WME
> Ch 10-14: Retirement Planning & Annuities- 17% > Flashcards
Ch 10-14: Retirement Planning & Annuities- 17% Flashcards
(10) KPMG- Ch.3-20 (11) KPMG- Ch.3-20 (12) KPMG- Ch.20 (13) KPMG- Ch.20
Study These Flashcards
2020-WME
(13 decks)
Ch 1-4
Key NUMBERS and CALCULATIONS
ACRONYMS
Ch 1 & 2: Wealth Management Today & Ethics- 5%
Ch 3-5: KYC, Assessing Financial Situation & Debt Management- 12%
Ch 7: Personal Risk Management Process- 5%
Ch 6,8 & 9: Family Law, Risk Management & Tax Planning - 11%
Ch 10-14: Retirement Planning & Annuities- 17%
Ch 15-16: Estate Planning- 7%
Ch 17 & 18: Investment Management & Asset Allocation- 12%
Ch 19-21: Equity & Debt Securities- 11%
Ch 22: Managed Products- 11%
Ch 23 & 24: Portfolio Monitoring, Eval & Financial MATH- 9%
