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CFP Flash Cards > Financial Planning Principals > Flashcards

Financial Planning Principals Flashcards

1
Q

Never and always

A

Are seldom used

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2
Q

Financial process is limited, t or f?

A

False, CFP should follow the steps but it’s not limited to the steps

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3
Q

Qualitative

A

Is an attitude and can change based on the day

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4
Q

Quantitative

A

Is facts at the time

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5
Q

Fee-based

A

Commissions and fees

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6
Q

Fee only

A

Only fees and no other compensation is allowed

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CFP Flash Cards (12 decks)

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