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ryan halvorson
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Decks in this class (51)
Rules of Conduct
The creator of this deck did not yet add a description for what is included in this deck.
37
cards
Code of Ethics
The creator of this deck did not yet add a description for what is included in this deck.
7
cards
Financial Planning Practice Standards
The creator of this deck did not yet add a description for what is included in this deck.
27
cards
Candidate Fitness Standards
The creator of this deck did not yet add a description for what is included in this deck.
4
cards
Function, Purpose, and Regulation of Financial Institutions
The creator of this deck did not yet add a description for what is included in this deck.
13
cards
Financial Services Regulations and Requirements
The creator of this deck did not yet add a description for what is included in this deck.
20
cards
Financial Planning Process
The creator of this deck did not yet add a description for what is included in this deck.
7
cards
Cash Flow Management
The creator of this deck did not yet add a description for what is included in this deck.
10
cards
Economic Concepts
The creator of this deck did not yet add a description for what is included in this deck.
20
cards
Education Funding
The creator of this deck did not yet add a description for what is included in this deck.
16
cards
Principles of Risk and Insurance
The creator of this deck did not yet add a description for what is included in this deck.
27
cards
Health Insurance and Health Care Cost Management
The creator of this deck did not yet add a description for what is included in this deck.
40
cards
Disability Income Insurance & LTC
The creator of this deck did not yet add a description for what is included in this deck.
16
cards
Life Insurance
The creator of this deck did not yet add a description for what is included in this deck.
47
cards
Characteristics, uses, and taxation of investment vehicles
The creator of this deck did not yet add a description for what is included in this deck.
36
cards
Types of Investment Risk
The creator of this deck did not yet add a description for what is included in this deck.
15
cards
Quantitative Investment Concepts
The creator of this deck did not yet add a description for what is included in this deck.
18
cards
Measures of Investment Return
The creator of this deck did not yet add a description for what is included in this deck.
11
cards
Investment Theory
The creator of this deck did not yet add a description for what is included in this deck.
22
cards
Bond and Stock Valuation Concepts
The creator of this deck did not yet add a description for what is included in this deck.
8
cards
Portfolio Development and Analysis
The creator of this deck did not yet add a description for what is included in this deck.
16
cards
Investment Strategies
The creator of this deck did not yet add a description for what is included in this deck.
17
cards
Alternative Investments
The creator of this deck did not yet add a description for what is included in this deck.
10
cards
Securities Laws
The creator of this deck did not yet add a description for what is included in this deck.
17
cards
Income Tax Law Fundamentals
The creator of this deck did not yet add a description for what is included in this deck.
31
cards
Income Tax Compliance & Calculations
The creator of this deck did not yet add a description for what is included in this deck.
60
cards
Characteristics and Income Taxation of Business Entities
The creator of this deck did not yet add a description for what is included in this deck.
38
cards
Income Taxation of Trusts and Estates
The creator of this deck did not yet add a description for what is included in this deck.
11
cards
Alternative Minimum Tax (AMT)
The creator of this deck did not yet add a description for what is included in this deck.
12
cards
Tax Reduction/Minimization Techniques
The creator of this deck did not yet add a description for what is included in this deck.
6
cards
Tax Consequences of Property Transactions
The creator of this deck did not yet add a description for what is included in this deck.
33
cards
Passive Activity and At-Risk Rules
The creator of this deck did not yet add a description for what is included in this deck.
7
cards
Tax Implications of Special Circumstances
The creator of this deck did not yet add a description for what is included in this deck.
16
cards
Charitable/Philanthropic Contributions and Deductions
The creator of this deck did not yet add a description for what is included in this deck.
16
cards
Social Security and Medicare
The creator of this deck did not yet add a description for what is included in this deck.
15
cards
Medicaid
The creator of this deck did not yet add a description for what is included in this deck.
14
cards
Types of Retirement Plans
The creator of this deck did not yet add a description for what is included in this deck.
23
cards
Qualified Plan Rules and Options
The creator of this deck did not yet add a description for what is included in this deck.
26
cards
Other Tax-Advantaged Retirement Plans
The creator of this deck did not yet add a description for what is included in this deck.
11
cards
Regulatory Considerations
The creator of this deck did not yet add a description for what is included in this deck.
11
cards
Key Factors Affecting Plan Selection for Businesses
The creator of this deck did not yet add a description for what is included in this deck.
29
cards
Distribution Rules and Taxation
The creator of this deck did not yet add a description for what is included in this deck.
29
cards
Business Succession Planning
The creator of this deck did not yet add a description for what is included in this deck.
2
cards
Characteristics and Consequences of Property Titling
The creator of this deck did not yet add a description for what is included in this deck.
19
cards
Strategies to Transfer Property
The creator of this deck did not yet add a description for what is included in this deck.
27
cards
Estate Planning Documents
The creator of this deck did not yet add a description for what is included in this deck.
16
cards
Gift and Estate Tax Compliance
The creator of this deck did not yet add a description for what is included in this deck.
32
cards
Sources of Estate Liquidity
The creator of this deck did not yet add a description for what is included in this deck.
19
cards
Types, Features, and Taxation of Trusts
The creator of this deck did not yet add a description for what is included in this deck.
22
cards
Marital Deduction
The creator of this deck did not yet add a description for what is included in this deck.
23
cards
Intra-Family and Other Business Transfer Techniques
The creator of this deck did not yet add a description for what is included in this deck.
21
cards
More about
CFP
- Class purpose General learning
The creator of this class did not yet add a description for what is included in this class.
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