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Zahn Review CFP - General Principles / Education Planning / Professional Conduct (Questions + Answers) Verified 100% Correct!!.
Zahn CFP - General Principles
Zahn CFP - General Principles
Debt Management Ratio - ️️PITI (principal, interest, taxes, insurance) < 28% of Gross income Total Debt < 36% Consumer Debt < 20% Current Ratio - ️️Current assets / Current liabilities Quick Ratio - ️️(Current equivalents / Marketable securities / Accounts receivable) / Current liabilities Mutual Fund Prospectus - ️️- investment objectives - investment strategies - risks of investing in the fund - past performance - distribution policy - fees and expenses - ...
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