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Psychology of Financial Planning

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

By: Vanguard CFP
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Decks in this class (8)

Psychology of Financial Planning
What is the difference between co...,
Cognitive errors illusion of cont...,
Cognitive errors conservatism bias
53  cards
Tax Planning
What are not considered capital a...,
What is the only way to have a 12...,
1231 gain
66  cards
Estate Planning
Gifting strategies,
Exceptions to the terminable inte...,
Summary of the installment paymen...
71  cards
General Principles
What is the financial planning pr...,
Describe the shape of an elastic ...,
Business life cycle componentsexp...
65  cards
Investment Planning
Correlation,
Futures,
Options
64  cards
Insurance Planning
Perils,
Hazard definitionshazardmoral hazard,
Hazardmorale hazardphysical hazard
72  cards
Retirement Planning
Important numbers for 2022 covere...,
Pension plans vs profit sharing p...,
Defined benefit vs defined contri...
82  cards
Professional Conduct
What is the code of ethics,
Code of standards,
Standards of conduct
18  cards

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Psychology of Financial Planning

  • Class purpose General learning

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