This class was created by Brainscape user Amber Lynn. Visit their profile to learn more about the creator.
By:
Amber Lynn
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Decks in this class (11)
Behavioral Finance
A strategy that ignores part of t...,
The tendency of investors to beco...,
Holding onto an investment for em...
20
cards
Financial Planning Process/Ethics and Standards
7 step process,
8 principal knowledge categories,
Honor the interest of the client ...
21
cards
Financial Statements & Cash Flow
Book value,
Capitalized value,
Pro forma statement
11
cards
Time Value of Money
Real rate of return,
If npv is positive,
If npv is negative
10
cards
Education Expenses
Gifts to ugma utma coverdell and ...,
American opportunity credit aoc,
Lifetime learning credit
12
cards
Special Circumstances
Divorce,
Account titling for domestic part...,
Cobra
7
cards
Economics
Fiscal policy,
Monetary policy,
Leading economic indicators
11
cards
Financial Services Regulations
Sec state regulatory requirements,
Definition of investment advisor,
Exceptions to filing as investmen...
4
cards
Business/Consumer Protection Laws
Contract elements,
Agent,
Broker
5
cards
Investment Vehicles
Commercial paper,
T bill,
Banker s acceptance
24
cards
Characteristics, uses, and taxation of Investment Vehicles
Large cap stocks,
Mid cap stocks,
Small cap stocks
26
cards
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CFP Nov 23
- Class purpose General learning
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