Brainscape's Knowledge GenomeTM

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


See full index

ChFC HS 300: Financial Planning: Process and Environment

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

By: Rollin Phillips
Start Studying

Decks in this class (12)

Ch.2 - Communicating Effectively with Clients
What are the four ways an advisor...,
This is the determination of the ...,
What are the three types of struc...
49  cards
Ch.1 - Financial Planning Process
A comprehensive financial plan is...,
What are the 7 reasons people beg...,
According to the retirement confi...
23  cards
Ch.3 - Ethics, Professionalism, and Practice Standards
The number one influence on an ex...,
Ethics represents the underlining...,
What holds businesses the economy...
28  cards
Module 4 (Client Risk Tolerance)
Not sure what Module 4 is but it has some good info so I've retained it.
50  cards
Ch.4 - Gathering Data and Preparing Financial Statements
Comprehensive fact finders focus ...,
If a client is married should bot...,
What are the sections of a compre...
43  cards
Ch.5 - Time Value of Money: Basic Concepts and Applications
The time value of money concept i...,
This represents the value of some...,
The process of loring a future va...
10  cards
Ch.6 - Time Value of Money: Advanced Concepts and Applications
When trying to determine payments...,
How do you solve for the effectiv...,
How do you solve for future value...
9  cards
Ch.7 - Education Planning Applications & Ch.8 - Debt Management Applications
Previously Module 8
73  cards
Ch.9 - The Regulation of Financial Advisors
Who controls the regulations for ...,
What are the 3 things that will h...,
True or false fees for advice as ...
49  cards
Ch.10 - The Legal and Economic Environment of Financial Institutions
Enhances public confidencegives o...,
The ________ provides deposit ins...,
The ncusif provides deposit insur...
38  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
Test Review
What is the first step in a compr...,
An explanatory response is intend...,
A suggestive response is intended...
13  cards

More about
ChFC HS 300: Financial Planning: Process and Environment

  • Class purpose General learning

Learn faster with Brainscape on your web, iPhone, or Android device. Study Rollin Phillips's ChFC HS 300: Financial Planning: Process and Environment flashcards for their The American College of Financial Services class 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?

Financial Planning Process And Enviro...
  • 9 decks
  • 46 flashcards
  • 1 learners
Decks: Chapter 1, Chapter 2, Chapter 3, And more!
ChFC - HS 300 Financial Planning
  • 7 decks
  • 107 flashcards
  • 1 learners
Decks: Lesson 1 Quiz Questions, Lesson 2 Quiz Questions, Lesson 3 Quiz Questions, And more!
HS 300 - Key Terms
  • 1 decks
  • 16 flashcards
  • 2 learners
Decks: Chapter 1, And more!
Find Flashcards
Make Flashcards
Brainscape helps you reach your goals faster, through stronger study habits.
© 2024 Bold Learning Solutions. Terms and Conditions