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Liz sylvan
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Decks in this class (8)
Financial Planning General
Principles,
Financial planning process,
Life cycle approach
78
cards
Ethics and Standards
Code of ethics principals,
Integrity,
Objectivity
29
cards
Insurance Planning
Pure risk,
Fundamental risk,
Subjective vs objective risk
192
cards
Investments
Investment policy statement,
Primary market,
Secondary market
269
cards
Tax
Atra 2012,
Excise tax,
Severance tax
291
cards
Retirement
Wage replacement ratio top down a...,
Wage replacement ratio bottom up ...,
Capital preservation model
242
cards
Estate
Heirs,
Legatees,
Abatement
230
cards
Numbers
Fica,
Ss integration max disparity,
3
cards
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CFP
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