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CFP® flashcards

CFP 501-Intro to financial planning

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

By: Rebeca Boroica
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Decks in this class (8)

Module 1 (1) The financial planning process
What languages are required to be...,
What are the cfp practice standar...,
What is the financial planning pr...
29  cards
Module 1 (2) CFP Board's Fitness, Standards, and Code of Ethics
When did the cfp boards fitness s...,
When were the fitness standards a...,
What conduct is unacceptable and ...
16  cards
Module 1 (3) Rules of Conduct & Disciplinary Procedures
What is rule 44,
What is rule 36,
What is rule 43
46  cards
Module 2 (1) Personal Financial Statements
How can the relationship between ...,
What 3 major categories can asset...,
Typically what does the cash cash...
13  cards
Module 2 (2) The Analysis
How should consumer credit genera...,
What are the debt management rule...,
What are the debt management rule...
21  cards
Module 2 (3) Budgeting
What is budgeting,
What are the reasons for using a ...,
What are budgeting advantages
29  cards
Module 2 (4) Savings Goals
What is a good rule of thumb that...,
What should your emergency fund f...,
What are appropriate emergency fu...
11  cards
Module 3 (1)
How does debt affect a clients fi...,
What are some tax implications of...,
What are the potential costs and ...
5  cards

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CFP 501-Intro to financial planning

  • Class purpose General learning

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