Brainscape's Knowledge GenomeTM

Browse over 1 million classes created by top students, professors, publishers, and experts.


See full index

You may prefer our related Brainscape-certified flashcards:
CFP® flashcards

CFP - Steps in the Financial Planning Process

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

By: Joseph Nissim
Start Studying

Decks in this class (9)

Steps in the Financial Planning Process
Level 1 Exercise of Steps in the Financial Planning Process.
23  cards
Investment Planning Definitions
Acceleration clause,
Accredited investor,
Accrued interest
341  cards
Estate Planning Definitions
529 plan front load contributions,
5 and 5 power,
A b trust planning
329  cards
Professional Conduct Definitions
Cfp professional s firm s,
Client,
Conflict of interest
15  cards
General Principles Definitions
Able accounts,
Fiduciary liability,
Financial leverage
278  cards
Insurance Planning Definitions
Accidental death benefit,
Accumulated dividends,
Actuarial assumptions
374  cards
Income Tax Planning Definitions
Above the line deductions,
Accelerated depreciation,
Accountable expense reimbursement...
236  cards
Retirement Planning Definitions
Able account,
Active participant,
Actual contribution percentage te...
298  cards
Psychology of Financial Planning Definitions
Anchoring,
Availability bias,
Behavioral finance
75  cards

More about
CFP - Steps in the Financial Planning Process

  • Class purpose General learning

Learn faster with Brainscape on your web, iPhone, or Android device. Study Joseph Nissim's CFP - Steps in the Financial Planning Process flashcards now!

How studying works.

Brainscape's adaptive web mobile flashcards system will drill you on your weaknesses, using a pattern guaranteed to help you learn more in less time.

Learn more about spaced repetition

Add your own flashcards.

Either request "Edit" access from the author, or make a copy of the class to edit as your own. And you can always create a totally new class of your own too!

What's Brainscape anyway?

Brainscape is a digital flashcards platform where you can find, create, share, and study any subject on the planet.

We use an adaptive study algorithm that is proven to help you learn faster and remember longer....

Looking for something else?

CFP®
  • 70 decks
  • 1,349 flashcards
  • 558 learners
Decks: A1 Cfp Board S Code Of Ethics And Standa, A2 Cfp Board S Procedural Rules, A3 Function Purpose And General Structur, And more!
CISI Financial Planning & Advice
  • 34 decks
  • 1016 flashcards
  • 75 learners
Decks: 1 1 Introduction, 1 2 The Role Of Insurance, 1 3 Life Assurance Pension Policies And, And more!
CFP
  • 65 decks
  • 5159 flashcards
  • 181 learners
Decks: Diagnostic Exam And Book 1, Book 2 Pages 1 101, Book 2 Pages 102 End, And more!
OrthoBullets Study Plan
  • 21 decks
  • 4283 flashcards
  • 480 learners
Decks: Trauma, Shoulder Elbow, Recon, And more!
Find Flashcards
Make Flashcards
Brainscape helps you reach your goals faster, through stronger study habits.
© 2024 Bold Learning Solutions. Terms and Conditions