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CFP® flashcards

CFP 3 - Investment Planning

This class was created by Brainscape user Mike Hcolluccm. Visit their profile to learn more about the creator.

By: Mike Hcolluccm
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Decks in this class (10)

103-1 Cash And Equivalents
Cash,
Marketability,
Certificates of deposit cds
15  cards
103-10 Asset Allocation, Portfolio Dev, Investment Strategies
Investment policy statement,
Dollar cost averaging dca,
Averaging down
30  cards
103-9 Stock Valuation Concepts
Balance sheet,
Income statement,
Business statement of cash flows
29  cards
103-8 Bond Valuation Concepts
Duration,
Cy ytm ytc when bond sold at par,
Cy ytm ytc when bond sold at premium
17  cards
103-7 Portfolio Management Theory
Modern portfolio theory,
Efficient frontier,
Indifference curves
40  cards
103-6 Measures Of Investment Returns
Simple rate of return,
Compound rate of return,
Arithmetic mean
16  cards
103-4 Alternative Investments & Derivatives
Primary motivation for holding al...,
Undeveloped land,
Net operating income noi
29  cards
103-5 Types Of Investment Risk & Quantitative Investment Concepts
Investment risk,
Diversification,
Portfolio diversification
34  cards
103-3 Equity & Managed Assets
Disadvantage of issuing equity in...,
Stocks par value,
Wash sale
28  cards
103-2 Debt Investments
Preferred stock,
Bond,
Bond indenture
50  cards

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CFP 3 - Investment Planning

  • Class purpose General learning

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