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Fundamentals and Insurance

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

By: Tim Wiand
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Decks in this class (10)

Ethics, Laws, and Code of Ethics (Lesson 1)
Cfp boards code and standards,
Code of ethics cfp professional m...,
Standards of conduct fiduciary duty
68  cards
Registered Investment Advisors (Lesson 2)
Advisor has assets 100 m they mus...,
Advisor has assets 110 m they mus...,
Advisor has assets between 100m a...
23  cards
Economic Business Cycle, Consumer Protection (Lesson 3)
How much should life insurance be,
How much should disability insura...,
How much should should property i...
107  cards
Internal Analysis (Lesson 4)
What does internal data include,
In order to determine a clients a...,
What is the definition of life cy...
3  cards
Financial Statements and Analysis (Lesson 5)
What are financial statements use...,
Financial statements include,
What is a balance sheet
37  cards
Education Planning (Lesson 6)
What does fafsa stand for and wha...,
What is the efc and what does it do,
What does the formula consider
65  cards
Principles of Insurance (Lesson 1)
What type of risk is insurance us...,
What does insurance involve,
What is a pure risk
79  cards
Life, Health, and Disability Insurance (Lesson 2)
What is the needs approach to lif...,
What is the human life value appr...,
What is term life insurance
191  cards
Property and Liability Insurance (Lesson 3)
What does property insurance protect,
What does liability insurance pro...,
What type of liability does homeo...
94  cards
Social Security (Lesson 4)
Social secuirity is funded through,
What percentage of wages are taxed,
Who are covered employees by oasdi
59  cards

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Fundamentals and Insurance

  • Class purpose General learning

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