Cfp Practice Flashcards & Quizzes

Brainscape Certified flashcards

(1)

Decks

Flashcards

Learners

CFP®

CFP®

All the top concepts in the official CFP® curriculum, Danko, BIFF, Kaplan, & other CFP prep courses.

70

Decks

1,342

Flashcards

985

Learners

User Generated flashcards

(7)

Decks

Flashcards

Learners

CFP Exam Practice Questions

CFP Exam Practice Questions

By: Jess Perks

General Principles, Insurance, Investments ...

6

Decks

62

Flashcards

13

Learners
CFP Practice Exam 1

CFP Practice Exam 1

By: Tyler A. Irving

CFP Practice Exam #1

1

Decks

15

Flashcards

1

Learner
CFP

CFP

By: Megan Leonard

Diagnostic Exam and Book 1, Book 2 Pages 1 - 101, Book 2 Pages 102 - End ...

65

Decks

5,159

Flashcards

209

Learners
CFP 1 Principles

CFP 1 Principles

By: Carsten Hood

1 CFP Ethics & Standards, 1 The 15 Standards of Conduct "Duties Owed to Clients", 1 The 7 Practice Standards of the Financial Planning Process ...

13

Decks

208

Flashcards

1

Learner
A. Professional Conduct and Regulation

A. Professional Conduct and Regulation

By: Neil Knight

CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct, CFP Board's Financial Planning Practice Standards, CFP Board's Disciplinary Rules and Procedures ...

7

Decks

70

Flashcards

6

Learners
OJ CFP Cards

OJ CFP Cards

By: Olivia Jung

Estate, Hot Questions, Fundamentals + Insurance (Review every day) ...

20

Decks

268

Flashcards

10

Learners
CFP® | FP511

CFP® | FP511

By: A C

LO 1.1.1: Categorize the personal financial process according to the steps outlined in the CFP Board's Practice Standards, LO 1.1.2: Determine whether a financial planner-client relationship constitutes financial planning as stated in the CFP Board Code of Ethics and Standards of Conduct, LO 1.1.3: Evaluate a scenario based on six principles of the CFP Board’s Code of Ethics to determine if there are violations. ...

61

Decks

1,089

Flashcards

17

Learners