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CFP® flashcards

CFP Investment Planning

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

By: Jack Chapel
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Decks in this class (7)

Chapter 2
Money marketsfixed income markets...,
This is when the investment banke...,
This constitutes the majority of ...
4  cards
Chapter 3 (Risk and Return)
Ending value beginning value cash...,
Gr 1 r1,
This formula calculates the avera...
33  cards
Chapter 5 (Investment Decisions)
Provides the reasons behind that ...,
Treynor ratio,
He used standard deviation as the...
18  cards
Chapter 6 (Market Efficiency & Behavior)
Investors are risk averse when ch...,
This is the use of immaterial inf...,
This is the process of ignoring o...
8  cards
Chapter 9 (Equity Securities)
Equity investors can have this wh...,
This registration is when the sec...,
With this the security is registe...
14  cards
Chapter 11 (Equity Securities Valuation)
This is the term used to describe...,
Present value models are sometime...,
Po cf1 1 k 1 cf2 1 k 2 cft 1 k tp...
12  cards
Chapter 12 (Investment Companies)
1 unit investment trusts uits 2 c...,
These are investment companies th...,
These are the most common type of...
7  cards

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CFP Investment Planning

  • Class purpose General learning

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