Certified Financial Planner Flashcards

Decks in this Class (33):

• Law Of Contracts

  Law of Contracts

  Sample Cards:

  what is a promise,

  what is a contract,

  what is specific performance
  20 Cards
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• Agency

  Agency

  Sample Cards:

  define agency,

  general agent,

  special agent
  29 Cards
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• Professional Liability

  Professional Liability

  Sample Cards:

  under the common law liability may be ba,

  define negligence,

  what four requirements must a client sat
  10 Cards
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• Buying Vs Leasing

  Buying vs Leasing

  Sample Cards:

  housing cost ratio,

  total cost ratio,

  what is the rule of thumb for annual mai
  31 Cards
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• Function Purpose And Regulation Of Finan

  Function, Purpose and Regulation of Financial Institutions

  Sample Cards:

  commercial banks,

  savings loan institutions,

  two types of s l ownership structures
  32 Cards
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• The Financial Planning Process

  The Financial Planning Process

  Sample Cards:

  financial planner compensation,

  fee only,

  asset based
  5 Cards
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• Credit And Debt Management

  Credit and Debt Management

  Sample Cards:

  disadvantages of using credit,

  factors that weight on credit score,

  questions to judge credit worthiness
  39 Cards
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• Personal And Business Financial Statemen

  Personal and Business Financial Statements

  Sample Cards:

  current liability,

  long term liabilities,

  three types of long term liabilities
  12 Cards
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• Life Cycle Planning

  Life Cycle Planning

  Sample Cards:

  three stages of the financial life cycle,

  the early years,

  the golden years
  20 Cards
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• Education Planning

  Education Planning

  Sample Cards:

  what is financial aid,

  two forms of financial aid,

  expected family contribution efc
  37 Cards
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• Monetary Settlements And Special Circums

  Monetary Settlements and Special Circumstances

  Sample Cards:

  structured settlements,

  advantage of structured settlement,

  marital property
  37 Cards
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• Financial Services Industry Regulation R

  Financial Services Industry Regulation Requirements

  Sample Cards:

  the principles of the securities industr,

  registration process,

  exemptions from registration with the se
  12 Cards
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• Emergency Fund Planning

  Emergency Fund Planning

  Sample Cards:

  rule of thumb to adequate liquidity,

  liquid ratio
  2 Cards
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• Cfp Board S Code Of Ethics And Standards

  CFP Board's Code of Ethics and Standards of Conduct

  Sample Cards:

  six principles of cfp code of ethics,

  cfp board standards of conduct,

  integrity
  3 Cards
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• Principles Of Insurance

  Principles of Insurance

  Sample Cards:

  insurance,

  legal definition of insurance,

  exposure to loss
  30 Cards
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• Evaluation And Analysis Of Risk Exposure

  Evaluation and Analysis of Risk Exposures

  Sample Cards:

  risk management,

  two levels of risk management,

  personal risk
  20 Cards
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• Legal Aspects Of Insurance

  Legal Aspects of Insurance

  Sample Cards:

  contract,

  voidable contract,

  void contract
  22 Cards
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• Property And Casualty Insurance

  Property and Casualty Insurance

  Sample Cards:

  homeowners insurance,

  named peril coverage,

  open peril coverage
  9 Cards
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• General Business Liability

  General Business Liability

  Sample Cards:

  three categories of liability insurance,

  categorisations of business general liab,

  vicarious liability
  5 Cards
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• Basic Economic Concepts

  Basic Economic Concepts

  Sample Cards:

  quantity supplied,

  law of supply,

  factors that can lead to a supply curve
  55 Cards
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• Fixed Income Securities

  Fixed Income Securities

  Sample Cards:

  par value of a fixed income security,

  tvm and its effects on fixed income secu,

  duration
  65 Cards
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• Overview Of Estate Planning

  Overview of Estate Planning

  Sample Cards:

  basic objectives of estate planning,

  tax reduction tax avoidance,

  protection
  63 Cards
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• Forms Of Property Ownership

  Forms of Property Ownership

  Sample Cards:

  types of property ownership in the us,

  after a divorce cecilia opened an accoun,

  cecilia owns her home as a single owner
  39 Cards
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• Gifting

  Gifting

  Sample Cards:

  use of gifting,

  unearned income,

  gifting requiremennts
  23 Cards
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• Gross Estate

  Gross Estate

  Sample Cards:

  internal revenue code section 2033,

  income in respect of a decedent or ird,

  property owned jointly with non spouses
  25 Cards
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• Estate Tax Calculations

  Estate Tax Calculations

  Sample Cards:

  the federal estate tax,

  steps in the calculation of the estate t,

  50 50 rule
  14 Cards
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• Generation Skipping Transfer Tax

  Generation-Skipping Transfer Tax

  Sample Cards:

  generation skipping transfer tax,

  generation skipping transfers,

  three types of generation skipping trans
  14 Cards
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• Estate Planning Documents

  Estate Planning Documents

  Sample Cards:

  a will,

  precatory language,

  residuary clause
  35 Cards
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• Probate Process

  Probate Process
  0 Cards
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• Derivatives Insurance Securities Other I

  Derivatives, Insurance Securities & Other Investments

  Sample Cards:

  derivative,

  what is then appeal of derivatives for i,

  define and option
  23 Cards
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• Investment Risks

  Investment Risks

  Sample Cards:

  reinvestment risk,

  inflation risk,

  business risk
  29 Cards
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• Measures Of Investment Returns

  Measures of Investment Returns

  Sample Cards:

  components of total return,

  after tax return,

  taxable equivalent yield
  13 Cards
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• Formula Investing And Investment Strateg

  Formula Investing and Investment Strategies

  Sample Cards:

  dollar cost averaging,

  dividend reinvestment plan drip,

  bond ladders
  20 Cards
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