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My Course 1 CFP Flashcard Kaplan

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

By: Michael Byrns
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Decks in this class (6)

Module 1
The financial planning process,
What takes place in the understan...,
What takes place in identifying a...
14  cards
Module 2: Behavioral Finance, Communication and Counseling Principles
Cognitive errors,
Emotional biases,
List the cognitive errors 13
12  cards
Module 3: Financial Statements, Cash Flow Management, and Financing Strategies
What is the statement of financia...,
Types of assets,
Current assets and examples
33  cards
Module 4: Time Value of Money Concepts and Calculations
Annuity due vs ordinary annuity
1  cards
Module 5: Regulatory Requirements and Financial Institutions
According to the dodd frank wall ...,
Who must register as an investmen...,
Who is excluded from the definiti...
30  cards
Module 6: Professional Conduct and Fiduciary Responsibility
What is financial planning,
What are the two parts of financi...,
What are the integration factors
32  cards

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My Course 1 CFP Flashcard Kaplan

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