This class was created by Brainscape user Angela Saleh. Visit their profile to learn more about the creator.
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Angela Saleh
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Decks in this class (12)
Module 1 -- Financial Planning Process
Which of the seven steps of the f...,
All of the following are standard...,
When examining retirement plan is...
11
cards
Module 2 --
This asset would be classified as...,
To still be considered adequate t...,
What is the most likely source fo...
9
cards
Module 3
What effect does an assumption re...,
Why will the future value of an a...,
John plans to invest 2 000 at the...
15
cards
Module 4
The process of deciding how much ...,
All of the following statements r...,
What increases coverage or provid...
15
cards
Module 5
What situation would be best suit...,
Elements considered in process of...,
What is the occurrence of illness...
3
cards
Module 7 Retirement Planning
What is the dollar amount receive...,
What is the average indexed month...,
What is the rmd from retirement p...
20
cards
Module 8 Taxes
Name the four filing statuses,
Adjustments for agi above the lin...,
Itemized deductions schedule a
24
cards
Module 9 Estate Planning Basics
Real property,
Personal property,
Tangible personal property
49
cards
Module 6
Which of the following types of d...,
Leslie purchased a 10 year bond w...,
Inflation hedge
14
cards
Final
Acts as a will substitute and ten...,
Definition of personal financial ...,
Effective personal financial goal...
47
cards
Review
The two sections included in all ...,
The three main categories of auto...,
Traditional whole life characteri...
20
cards
Final 2
Financial planning is a process d...,
Financial planning goal setting c...,
Auto 35 000auto loan balance 20 0...
32
cards
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FPQP
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