This class was created by Brainscape user Stephanie Fagerstrom. Visit their profile to learn more about the creator.
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Decks in this class (18)
Module 1 - The Financial Planning Process
Describe personal financial plann...,
Determine the seven steps in the ...,
What are some areas of financial ...
19
cards
Module 2 - Business Ownership, Cash Management and the Use of Debt
What three categories can assets ...,
In a statement of financial posit...,
What is included under liabilitie...
58
cards
Module 1 - Quiz
A client is looking for help in g...,
Personal financial planning is,
Which one of the following terms ...
44
cards
Calculator
How do you calculate for capital ...,
What are three levels of capital ...,
Key whats the point
33
cards
Module 3 - Time Value of Money
Today john purchased an investmen...,
In january 2008 nancy loaned 10 0...,
Roberta wants to give her daughte...
13
cards
Module 3 - Quiz
The real rate of return is 1 the ...,
What effect does an assumption re...,
Which one of the following statem...
32
cards
Module 2 - Quiz
Assets listed on a statement of f...,
David is planning to provide 50 0...,
In general assets are shown on a ...
41
cards
Module 4 - Insurance Basics and Property Insurance
According to maslows heirarchy of...,
Insurance management,
Risk management
62
cards
Module 4 - Quiz
The process of deciding how much ...,
Liability risk is 1 one form of p...,
Which one of the following is not...
54
cards
Module 5 - Life and Health Insurance
Darius has 10 year term insurance...,
What is the fifth dividend option...,
Medicare is available to retirees...
87
cards
Module 6 - Investment Basics and Strategies
What is asset allocation,
Define and describe cash and cash...,
Define and describe liquidity
79
cards
Module 6 - Quiz
Owners of common stock normally h...,
Returns from common stock can be ...,
Which one of the following assets...
44
cards
Module 5 - Quiz
T f the elimination period of dis...,
T f all else being equal the long...,
T f the elimination period for di...
51
cards
Module 7 - Retirement Planning
What are the three basic sources ...,
Using the life expectancy chart f...,
If a client was choosing between ...
62
cards
Module 7 - Quiz
Employee elective deferrals to a ...,
Which one of the following retire...,
Which one of the following would ...
41
cards
Module 8 - Tax Implications of Financial Decisions
Name the type of tax based on its...,
Assume a married couple made 300 ...,
A couple has a daughter who is si...
37
cards
Module 8 - Quiz
Which one of the following is not...,
Which one of the following circum...,
Which one of the following is not...
41
cards
Module 9 - Estate Planning Basics
Even with a will an estate goes t...
1
cards
More about
Financial Planning - Paraplanner Course
- Class purpose General learning
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