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CFP® flashcards

CFP Investment Planning

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

By: Connor Kirkpatrick
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Decks in this class (8)

Margin
Margin position formula,
Margin call formula,
How much need to contribute margi...
3  cards
Dividends
Ex dividend date,
Cash dividends qualified dividends,
Qualified dividends characteristics
3  cards
Securities Regulations
Securities act 1933,
Securities act 1934,
Investment company act 1940
9  cards
Risk Measures
Standard deviation,
Standard deviation calculator keys,
Standard deviation bell curve
12  cards
Modern Port Theory
Modern port theory,
Efficient frontier,
Indifference curves
16  cards
Return Formulas
Holding period returns,
Effective annual rate ear,
Geometric average
18  cards
Types Of US Treasuries and Investnent funds
Series e and ee bonds,
Series i bonds,
Tips
33  cards
Options
3 reasons to invest in options,
Intrinsic value of call option fo...,
Intrinsic value of put option
16  cards

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CFP Investment Planning

  • Class purpose General learning

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