Professional Development
What does the term fiduciary mean?
Someone who is legally bound to act in their client’s best interests
What is the typical retirement account called for teachers & nurses?
403(b)
What does RIA stand for ?
Registered Investment Advisor
This ratio measures a portfolio’s return earned above the risk-free rate relative to volatility
Sharpe Ratio
What are the two pathways for the CFP experience requirement ?
Standard and Apprenticeship
What is Intestate
Dying without a valid will
What are the core values of CFPS?
Community, Professional Development, and Networking
What are the 5 factors?
Market Risk
Size
Value
Probability
Investment