Financial Counseling Flashcards & Quizzes

Brainscape Certified flashcards

(0)

Decks

Flashcards

Learners

User Generated flashcards

(16)

Decks

Flashcards

Learners

Financial Counseling

Financial Counseling

By: Adam Bentley

Taxes, Counseling Skills, Foundations of Counseling ...

16

Decks

270

Flashcards

18

Learners
Financial Counseling

Financial Counseling

By: Lil Lion

Topic 1 AFCPE cert and Foundations, Week 5, Topic 1 Communication

3

Decks

64

Flashcards

7

Learners
Compliance Laws and Regulations

Compliance Laws and Regulations

By: M B

TILA, Compliance Management System (CMS), Pre-Exam Planning (PEP) ...

35

Decks

2,197

Flashcards

8

Learners
RD Exam

RD Exam

By: Shannon Ryan

MNT, Specific feeding needs, Nutrition education, communication, and counseling ...

14

Decks

372

Flashcards

178

Learners
Real Estate Study Notes

Real Estate Study Notes

By: S.L. Bland

SU # 01__License Law Overview, SU # 02__Real Property Rights, SU # 03__Ownership & Encumbrance ...

70

Decks

1,310

Flashcards

42

Learners
AFC Study Group

AFC Study Group

By: Jackie Mayo

AFC Module 1 The Counseling Environment, AFC Module 2 - Client Information, AFC Module 4 - Client Goals ...

19

Decks

314

Flashcards

20

Learners
Mortgage Loan Origination Activities

Mortgage Loan Origination Activities

By: Dustin Hutley

Loan Application, Ability to Repay Rule, Counseling for ARM's ...

14

Decks

77

Flashcards

69

Learners
B. General Principles of Financial Planning

B. General Principles of Financial Planning

By: Neil Knight

Financial Planning Process, Financial Statements, Cash Flow Management ...

9

Decks

107

Flashcards

2

Learners
My Course 1 CFP Flashcard Kaplan

My Course 1 CFP Flashcard Kaplan

By: Michael Byrns

Module 1, Module 2: Behavioral Finance, Communication and Counseling Principles, Module 3: Financial Statements, Cash Flow Management, and Financing Strategies ...

6

Decks

122

Flashcards

3

Learners
funky monkey

funky monkey

By: Kristina Baker

Ethics, Intelligence tests, Memory Tests ...

36

Decks

947

Flashcards

1

Learner
FP511

FP511

By: Josiah McDaniel

Mod 2: Behavioral Finance, Communication, and Counseling Principles, Mod 3: Financial Statements, Cash Flow Management, and Financing Strategies, Mod 4: Time Value of Money Concepts and Calculations ...

7

Decks

181

Flashcards

1

Learner
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

14

Learners
CII J07

CII J07

By: Rebecca Jackson

Chapter 3 Emotional Intelligence, Chapter 3 - change management, Chapter 4 - Communication ...

22

Decks

282

Flashcards

2

Learners
General Principles of Financial Planning

General Principles of Financial Planning

By: Christopher Marrone

Financial Planning Process, Financial Statements, Cash Flow Management ...

9

Decks

49

Flashcards

1

Learner
Final Prog

Final Prog

By: Steven Rising

Intro to ICS, Coast Guard Organization, Performance Appraisals and Counseling ...

28

Decks

141

Flashcards

2

Learners
AFCPE - Section 1

AFCPE - Section 1

By: Kayla Jachimowski

M1: The Counseling Environment, M2: Client Information, M3: Strategic Counseling Plan ...

30

Decks

87

Flashcards

1

Learner