Brainscape's Knowledge GenomeTM

Browse over 1 million classes created by top students, professors, publishers, and experts.


See full index

Retirement > Financial Advisors > Flashcards

Financial Advisors Flashcards

1
Q

What does AUM mean?

A

Assets Under Management - the total market value of investments managed on behalf of clients

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

Retirement Planners

A

A type of financial planner who specializes in helping people prepare a retirement plan. They can advise on Social Security benefits, insurance, estate planning, and how to reduce taxation. Not an official title; more of a specialty.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

CFP
RICP

A

CFP=Certified Financial Planner

RICP=Retirement Income Certified Professional

How well did you know this?
1
Not at all
2
3
4
5
Perfectly

Retirement (5 decks)

Brainscape helps you reach your goals faster, through stronger study habits.
© 2024 Bold Learning Solutions. Terms and Conditions