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CFP® flashcards

Certified Financial Planner CFP®Terms

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

By: David Giles
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Decks in this class (10)

A.1 CFP Board’s Code of Ethics and Standards of Conduct
Learners will be able to identify and explain key terms and phrases associated with principles and requirements outlined in the CFP Board’s Code of Ethics and Standards of Conduct.
21  cards
A.2 CFP Board’s Procedural Rules
Learners will be able to identify and explain terms and phrases associated with procedural rules established by the CFP Board, including their application and implications for Certified Financial Planning CFP® professionals.
25  cards
A.3 Function, purpose, and general structure of financial institutions
Financial institutions that offer...,
Member owned financial cooperativ...,
Institutions that assist individu...
11  cards
A.4 Financial services regulations and requirements
A standard setting and regulatory...,
Provides deposit insurance to dep...,
Regulates and supervises all nati...
19  cards
A.5 Consumer Protection Laws
A part of the gramm leach bliley ...,
A federal law that governs warran...,
A federal law that authorizes the...
20  cards
A.6 Fiduciary standard and application
A duty that requires fiduciaries ...,
A type of advisor who is legally ...,
Explain erisa
20  cards
G.54 Property titling and beneficiary designations
A legal principle determining the...,
A secondary probate process condu...,
A form of ownership between marri...
18  cards
G.55 Strategies to transfer property
A reduction in the amount of a be...,
A person appointed by the court t...,
A probate proceeding conducted in...
17  cards
G.56 Estate and Incapacity Planning Documents
A person appointed by the court t...,
A legal document in which a perso...,
It s probate but for out of state...
39  cards
G.57 Gift, estate, and GST tax compliance and calculation
Learners will better understand the terms and phrases associated with gift, estate, and GST tax compliance and calculations.
0  cards

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Certified Financial Planner CFP®Terms

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