This class was created by Brainscape user Gabriella S. Visit their profile to learn more about the creator.
By:
Gabriella S
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Decks in this class (9)
M1: Principles of Financial Planning
Active listening,
Advice,
Affinity bias
64
cards
M2: Cash Management and the Use of Debt
Interest rate on the mortgage may...,
The management of loan principal ...,
What a person owns assets include...
46
cards
M3: The Time Value of Money
Mathematical concept a stream of ...,
An annuity for which disbursement...,
The percentage of interest earned...
23
cards
M4: Insurance Basics and Property Insurance
Pertains to property insurance lo...,
Individual who sells insurance fo...,
Insurance designed to protect the...
48
cards
M5: Life and Health Insurance
Provision sometimes contained in ...,
Provision sometimes contained in ...,
Pertinent to long term care polic...
87
cards
M6: Investment Basics and Strategies
The return on investments after a...,
A mutual fund that invests primar...,
A mutual fund that invests in dif...
92
cards
M7: Retirement Planning
A plan that allows an employee to...,
Also known as a tax sheltered ann...,
That portion of the master or pro...
59
cards
M8: Tax Implications of Financial Decisions
Earned income from salaries and w...,
The owner s original basis in a c...,
Important to income tax calculati...
48
cards
M9: Estate Planning Basics
The able act of 2014 created the ...,
Pertinent to calculating estate t...,
Person who settles the probate es...
74
cards
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FPQP Vocabulary
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