| INSURANCE AND FINANCIAL PLANNING --- Summary | ||
HS 300 |
OUTLINE OF CONTENTS (pages in assignment--49 total study pages) |
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Sample HS-300 Assignment |
The Financial Planning Process (4) | |
| 300-2 | Effective Communication for Financial Planners (4) | |
| 3003 | Ethics and Professionalism (4) | |
| 300-4 | Risk Tolerance in Financial Decisions (3) | |
| 300-5 | Gathering Data and Preparing Financial Statements (5) | |
| 300-6 | The Time Value of Money (Part I) (4) | |
| 300-7 | The Time Value of Money (Part II) (4) | |
| 300-8 | College Funding---Emergency Fund Planning---Credit and Debt Management (9) | |
| 300-9 | Regulation of Financial Planners (6) | |
| 300-10 | Regulation of the Financial Services Industry (6) | |
| Key
Words
Sample Exam Sample Exam Answers
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Key Words with their Definitions for all assignments (13 total study pages) Sample Exam Questions (22) Answers to Sample Exam with Explanations (12) |