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AFC Study Guide
> Module 29.0: Estate Planning > Flashcards
Module 29.0: Estate Planning Flashcards
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AFC Study Guide
(39 decks)
Module 1.0: The Counseling Environment
Module 2.0: Client Information
Module 3.0: Strategic Counseling Plan
Module 4.0: Client Goals
Module 5.0: Strategies to Attain Goals
Module 6.0: Cash Flow Statement
Module 7.0: Net Worth Statement
Module 8.0: Personal Financial Ratios
Module 9.0: Spending Plans
Module 10.0: Financial Services
Module 11.0: Basic Tax Management
Module 12.0: Employment Considerations
Module 13.0: Uses of Credit
Module 14.0: Credit Reports and Scores
Module 15.0: Credit Products
Module 16.0: Debt Management
Module 17.0: Acquiring Property
Module 18.0: Renting a Home
Module 19.0: Purchasing a Home
Module 20.0: Selling a Home
Module 21.0: Consumer Rights and Responsibilities
Module 22.0: Identity Theft
Module 23.0: Investor Protection
Module 24.0: Financial Risk
Module 25.0: Insurance Products
Module 26.0: Investment Fundamentals
Module 27.0: Investment Choices
Module 28.0: Retirement Planning
Module 29.0: Estate Planning
Webinar: Financial Management
Webinar: Credit
Webinar: Debt
Webinar: Insurance
Webinar: Investing
Webinar: Retirement
Webinar: Counseling
Vocabulary Round Up
Surviving Debt
Financial Counseling
