This class was created by Brainscape user Jackie Mayo. Visit their profile to learn more about the creator.
By:
Jackie Mayo
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Decks in this class (19)
AFC Module 1 The Counseling Environment
Communication feedback,
Building rapport,
Power
19
cards
AFC Module 2 - Client Information
Client information,
Factors that may impact a client ...,
Items which may be included in in...
11
cards
AFC Module 4 - Client Goals
Action plan,
Seven principles of effective goa...,
Smart goals
3
cards
AFC Module 6 - Cash Flow Statement
Cash basis,
Expenses,
Fixed expenses
11
cards
AFC Module 7 - Net Worth Statement
Net worth statement,
Balance sheet,
Purpose of net worth statement
21
cards
AFC Module 5 - Strategies to Attain Goals
What are the rules to brainstorming,
Economic cycle business cycle,
Expansion
9
cards
Financial Ratios-Module 8
Liquidity ratio,
Asset to debt ratio,
Debt to income ratio dti
16
cards
AFC Module 9 - Spending Plans
Budget,
Budget variance,
Envelope system
7
cards
AFC Module 11 - Taxes
Adjusted gross income agi,
Adjustments to income,
American opportunity tax credit
32
cards
AFCPE Module 10 - Financial Services
Atm transaction fee,
Certificate of deposit,
Checking account
10
cards
AFCP Module 23 - Investor Protection
Cfpb,
Cfpb,
Sec
10
cards
AFC Module 24 - Financial Risk
What is risk,
Sources of risk are called,
Peril
33
cards
AFC Module 25 - Insurance Products
Adls,
Actual cash value of personal pro...,
Any occupation policy
39
cards
AFC Module 26 - Investments
Bear market,
Bull market,
Business cycle risk
30
cards
AFC Module 29 - Estate Planning
Advance directive living will,
Advance directive living will,
Executor
14
cards
AFC Module - 30 - Next Steps Conclusion
Afc core competencies,
The standard,
Journal of financial counseling a...
9
cards
AFC Module 21 Consumer Rights and Responsibilities
4 consumer rights established in ...,
1985 united nations established c...,
What does the bbb do
5
cards
Module 22 - Identity Theft
Steps to take if facing identity ...,
Credit card liability from fraud,
Debit card liability from fraud
8
cards
Module 15 - Types of Credit
Installment credit,
Non installment credit,
Methods for how interest is applied
27
cards
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AFC Study Group
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