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CHFC HS 300

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

By: Tommy Boye
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Decks in this class (15)

Module 2 (Effective Communication)
What are the four ways an advisor...,
This is the determination of the ...,
What are the three types of struc...
45  cards
Module 1 (Financial Planning Process)
I determine a client s goals and ...,
Egadcimp,
In this part of the financial pla...
23  cards
Module 3 (Ethics)
The number one influence on an ex...,
Ethics represents the underlining...,
What holds businesses the economy...
29  cards
Module 4 (Client Risk Tolerance)
Risk is defined as the __________...,
The difference between risk and u...,
Someone that is always willing to...
51  cards
Module 5 (Data Gathering In Financial Statements)
Comprehensive fact finders focus ...,
If a client is married should bot...,
What are the sections of a compre...
34  cards
Module 6 (Time Value Of Money – 1)
The time value of money concept i...,
This represents the value of some...,
The process of loring a future va...
11  cards
Module 7 (Time Value Of Money – Part 2)
When trying to determine payments...,
How do you solve for the effectiv...,
How do you solve for future value...
9  cards
Module 8 (General Financial Planning Applications)
College cost have historically ri...,
When determining the amount to sa...,
This type of investment vehicle i...
62  cards
Module 9 (Financial Advisor Regulation)
Are financial planners regulated ...,
Who controls the regulations for ...,
What are the 3 circumstances that...
65  cards
Module 10 (Legal And Economic Environment)
Enhances public confidence in ins...,
The ________ provides deposit ins...,
The ncusif provides deposit insur...
32  cards
Module 11 (Planning For Special Circumstances)
Over ____ of marriages end in div...,
Divorce rates have steadily _____...,
Which group are more likely to di...
68  cards
Sample Math Test Questions
If 100 is deposited today in an a...,
If bob deposits 8 000 today in an...,
Assume that payments of 1 000 are...
23  cards
Sample Test Questions
All the following statements conc...,
According to a survey conducted b...,
To develop rapport with clients a...
78  cards
Sample Test Questions Part 2
Under the fair credit billing act...,
Assume a family uses cash to pay ...,
Under the cfp board s financial p...
82  cards
Sample Math Test Questions Part 2
On december 31 the franklin famil...,
Assume a family uses cash to pay ...,
Which of the following ratios is ...
26  cards

More about
CHFC HS 300

  • Class purpose General learning

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