4 financial planning specialist include:

4 Codes of Ethics for PFP:

6 Principles - Code of Ethics for CFP Professional

Core financial planning definition

Objective & Constraints of clients

Time Horizon

Liquidity Needs - 4 Common Reasons

Goal Achievement - 6 factors to think about

What should a client consider who requires income to meet day to day expenses

Prospect Theory - Amos Tversky & Daniel Kahneman

Myopic Loss Aversion Theory - Benartzi & Thaler

6 Step Financial Planning Process

Role of a Financial Analysis - 6 Step Fin Process