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Flashcard Study System for the CFP Exam covers: I. General Principles of Financial Planning: Financial Planning Process, Code of Ethics, Brokerage Companies, Hope Credit, Balance Sheet, Consumer Protection Laws, Chapter 13 Bankruptcy, Rules, Professional Liability, Child Support, Calculations: Buying or Leasing, (SIPC), Fixed Rate Loans, Disciplinary Rules and Procedures, Professional Responsibility, Life Cycle and Age, Lifetime Learning Credit, Cash Flow Statement, Education IRAs, Monetary Settlement Planning, Section 2503(c) Minor's Trust, Consumer Debt, Emergency Fund Planning, Bankruptcy Code, Chapter 7 Bankruptcy, Credit and Debt Management, Client Attitudes, Fair Credit Reporting Act, Perkins Loan, Financing Strategies, Home Equity Loans, Financial Planning Practice Standards; II. Insurance Planning and Risk Management: Law of Large Numbers, Automobile Insurance, Underwriting, Fundamentals, Whole Life Insurance, Contractual Provisions, Point-Of-Service Plan, Long-term Care Insurance, Reinsurance, Dividend Options, Endowment Policies, Appropriateness Of Coverage, Insurance Company Selection, Federal and State Law, Property And Casualty Calculations, Response To Risk, Viatical Agreements, Umbrella Insurance Policy, Benefit Amount, Taxation of Benefits, Risk Exposure: Personal, Life Insurance Calculation, Insurance Contracts, Basic Coverages; III. Employee Benefits Planning: Group Term Life Insurance, and much more...
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