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My CFP Flashcards > internal analysis > Flashcards

internal analysis Flashcards

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1

Q

Life Cycle Position

A

important when determining a client’s goals, needs, strengths, and weaknesses

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My CFP Flashcards (18 decks)

ethics, law, and code of ethics

registered investment advisors

elements of financial planning and behavioral considerations

economic business cycle, consumer protection

financial statements and analysis

internal analysis

education planning

principles of insurance

life, health, and disability insurance

property and liability insurance

social security

fundamentals of investments

portfolio theory

measuring return

investment companies

property taxation

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