Lecture Notes for AAEC 3104 - Fin Planning for Professionals with Lytton at Virginia Tech (VT)

Notes Information

Material Type:Study Guide
Class:AAEC 3104 - Fin Planning for Professionals
Subject:Agricultural and Applied Economics
University:Virginia Polytechnic Institute And State University
Term:Fall 2008
  • Scholarships
  • Commissions
  • Higher Return
  • Complicated
  • Provided That
  • Implications
  • Liquidation
  • Disadvantages
  • Differences
  • Explanation
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Sample Document Text

AAEC 3104: Exam 1 Study Guide What is This Mess? Not perfect, but I hope some guidance as you prepare for Exam 1. The numbered items are directly from the course outline and the CFP Board content list. The comments in bold are my explanation or guidance on where/what to study or what the concept means. If you have specific questions or need interpretation of my notes, please email. I. Understanding the Profession 1. Financial planning process and introduction to CFP Board’s Financial Planning Practice Standards What is it? What can be accomplished? (pp. 6-8); Review the appendices and chapters 1 and 18 for information on the practice standards (in general) 2. Economic, social, political, and technological environmental impacts to financial planning Discussed all semester…just consider the discussions! 3. Evolution of financial planning From product sales and isolated service (e.g. insurance, investments, estate, tax) to integrated planning within an ensemble or boutique firm. What are typical payment m...

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