Foundations on Demand

Liquid Assets

Simplify your understanding of the most common liquid assets, industry guidelines, and required documentation. Learn about checking and savings accounts, establishing ownership, stocks, bonds, mutual funds, and more.

Introduction

Why They’re Important 

Earnest Money Deposit 

Checking & Savings Accounts 

CD as Liquid Asset 

Ownership

Gift Funds from Family 

Stocks, Mutual Funds, and Bonds

Business Accounts 

Unacceptable Sources of Funds

10 Training Lessons

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