CFP Exam Prep Flashcards

CFP

CFP

Flashcard Maker: Jacob LaRue

5,159 Cards –

65 Decks –

961 Learners

Sample Decks: Diagnostic Exam and Book 1, Book 2 Pages 1 - 101, Book 2 Pages 102 - End

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CFP

CFP

Flashcard Maker: Megan Leonard

5,159 Cards –

65 Decks –

18 Learners

Sample Decks: Diagnostic Exam and Book 1, Book 2 Pages 1 - 101, Book 2 Pages 102 - End

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CFP

CFP

Flashcard Maker: ryan halvorson

1,030 Cards –

51 Decks –

224 Learners

Sample Decks: Rules of Conduct, Code of Ethics, Financial Planning Practice Standards

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CFP

CFP

Flashcard Maker: Adam Farid

1,011 Cards –

27 Decks –

8 Learners

Sample Decks: Health Insurance, Long Term Care/Disability Coverage, Property And Liability Insurance

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CFP Exam

CFP Exam

Flashcard Maker: Kelly Lynch

1,094 Cards –

24 Decks –

66 Learners

Sample Decks: Ethics, RIAs, Business Cycles, Consumer Protection

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CFP - MJM Edits

CFP - MJM Edits

Flashcard Maker: Michael Mitchell

2,986 Cards –

30 Decks –

43 Learners

Sample Decks: Diagnostic Exam and Book 1, Tax - Bryant Course, Invesetments - Bryant

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CFP 3 Tax

CFP 3 Tax

Flashcard Maker: David Freiler

1,134 Cards –

54 Decks –

379 Learners

Sample Decks: Tax 1-1 Describe terms related to income taxation., Tax 1-2 Identify the steps in the tax calculation process., Tax 1-3 Identify items of inclusion, exclusions, deductions, or tax credits.

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My CFP Flashcards

My CFP Flashcards

Flashcard Maker: Carly Jeavons

1,052 Cards –

21 Decks –

26 Learners

Sample Decks: Professional Conduct, General Principles, BIG RETIREMENT CONCEPTS (Every Day)

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CFP

CFP

Flashcard Maker: Jeremy W

445 Cards –

19 Decks –

34 Learners

Sample Decks: Section 101 Unit 1-2, Section 101 Unit 3, Section 101 Unit 4

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CFP July 2022

CFP July 2022

Flashcard Maker: Lindsay Adams

1,253 Cards –

24 Decks –

29 Learners

Sample Decks: Fundamentals Lesson 1, Fundamentals Lesson 2, Fundamentals Lesson 3

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CFP

CFP

Flashcard Maker: peter mayer

750 Cards –

16 Decks –

16 Learners

Sample Decks: Estate Planning, Tax, Insurance

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CFP - Autoestudo

CFP - Autoestudo

Flashcard Maker: Ricardo Vasques

1,791 Cards –

12 Decks –

17 Learners

Sample Decks: Planejamento Sucessório, Planejamento Fiscal, Gestão de Ativos e Investimentos - I

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CFP CURRENT - Danko Flashcards

CFP CURRENT - Danko Flashcards

Flashcard Maker: Brett Danko

275 Cards –

7 Decks –

1,346 Learners

Sample Decks: Behavioral Finance, General Principles, Insurance

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CFP 2 Investing

CFP 2 Investing

Flashcard Maker: David Freiler

1,061 Cards –

13 Decks –

204 Learners

Sample Decks: Investing 2.1 Security Markets & the Economic Environment, Investing 2.2 Investment Risk and Return, Investing 2.3 MPT and Behavioral Finance

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CFP

CFP

Flashcard Maker: Nathan Weddle

767 Cards –

13 Decks –

59 Learners

Sample Decks: General Principles, Retirement Planning, Insurance

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CFP 3/17

CFP 3/17

Flashcard Maker: Kimberly Papik

772 Cards –

48 Decks –

30 Learners

Sample Decks: Financial Planning Process, Insurance, Ethics and Law

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CFP

CFP

Flashcard Maker: Liz sylvan

1,334 Cards –

8 Decks –

51 Learners

Sample Decks: Financial Planning General, Ethics and Standards, Insurance Planning

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CFP Canada

CFP Canada

Flashcard Maker: Kemi Dada

788 Cards –

26 Decks –

12 Learners

Sample Decks: Investments, CPP Basic Info, Behavioural Finance

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CFP

CFP

Flashcard Maker: James Basiliere

177 Cards –

7 Decks –

13 Learners

Sample Decks: General, Insurance, Investments

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CFP

CFP

Flashcard Maker: NIcole Stotts

634 Cards –

10 Decks –

2 Learners

Sample Decks: Tax, Investments, Insurance

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CFP 4 Retirement & Benefits

CFP 4 Retirement & Benefits

Flashcard Maker: David Freiler

1,392 Cards –

17 Decks –

200 Learners

Sample Decks: Retirement: 1-1 Retirement Needs Analysis, Retirement: 1-2 Retirement Planning Process, Retirement: 1-3,4 Retirement Planning Calculations

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CFP EXAM 3

CFP EXAM 3

Flashcard Maker: Nicholas mercer

618 Cards –

20 Decks –

21 Learners

Sample Decks: Chapter 1, Chapter 2, Chapter 3

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CFP - Finley

CFP - Finley

Flashcard Maker: Doug Finley

1,606 Cards –

11 Decks –

10 Learners

Sample Decks: CFP - 2.1 Insurance, CFP - 2.2 Insurance, CFP - 2.3 Insurance

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CFP Exame Junho 2020

CFP Exame Junho 2020

Flashcard Maker: Ricardo Vasques

1,599 Cards –

17 Decks –

26 Learners

Sample Decks: Planejamento Sucessório 1, Planejamento financeiro: Finanças e Análise de Investimentos, Planejamento Sucessório 2

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CFP

CFP

Flashcard Maker: Matthew Moore

1,444 Cards –

9 Decks –

7 Learners

Sample Decks: Professional Conduct and Regulation, General Principles of Financial Planning, Risk Management and Insurance Planning

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CFP Nov 22

CFP Nov 22

Flashcard Maker: Amber Lynn

151 Cards –

11 Decks –

38 Learners

Sample Decks: Behavioral Finance, Financial Planning Process/Ethics and Standards, Financial Statements & Cash Flow

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CFP EXAM 2

CFP EXAM 2

Flashcard Maker: Nicholas mercer

838 Cards –

21 Decks –

14 Learners

Sample Decks: Chapter 1: Basic Concepts of Risk and Insurance, Chapter 2: Managing Risks., Chapter 3: Types of Insurers and Their Marketing Systems

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@CFP

@CFP

Flashcard Maker: Brooke bodner

267 Cards –

21 Decks –

17 Learners

Sample Decks: FUND CH1 Intro to FP, TAX CH6 Deductions, TAX CH7 Itemized Deductions

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CFP EXAM - Giauque Flashcards

CFP EXAM - Giauque Flashcards

Flashcard Maker: Riley Giauque

1,178 Cards –

21 Decks –

3 Learners

Sample Decks: Insurance (Chapter 1 &2), Health Insurance (Chapter 3), Life Insurance & Advanced Concepts (Chapter 4 & 5)

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CFP

CFP

Flashcard Maker: Nathan Blumenschein

615 Cards –

19 Decks –

1 Learner

Sample Decks: Insurance: Chapter 1, Insurance: Chapter 2, Insurance: Chapter 3

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CFP

CFP

Flashcard Maker: Ray Massey

901 Cards –

9 Decks –

7 Learners

Sample Decks: General Financial Planning Principles Sections 1-5, General Financial Planning Principles Sections 6, General Financial Planning Principles Sections 7 - 8

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HS321 CFP Income Taxation

HS321 CFP Income Taxation

Flashcard Maker: Bill Brancaccio

490 Cards –

42 Decks –

54 Learners

Sample Decks: Chapter 1 T/F, Chapter 2 T/F, Chapter 2 Review

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2018 CFP

2018 CFP

Flashcard Maker: Ben Gurley

1,182 Cards –

10 Decks –

14 Learners

Sample Decks: General Financial Planning Principles, Conduct and Regulations, High 5 - General Financial Planning, General Review

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CFP Fundamentals

CFP Fundamentals

Flashcard Maker: John Cochran

213 Cards –

8 Decks –

61 Learners

Sample Decks: Chapter 1 Homework, Chapter 2 Homework, Chapter 3 Homework

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CFP Canada

CFP Canada

Flashcard Maker: C D

336 Cards –

7 Decks –

35 Learners

Sample Decks: Fundamentals of Financial Planning, Investment Planning, Retirement Planning

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CFP

CFP

Flashcard Maker: Molly McKenna

377 Cards –

7 Decks –

2 Learners

Sample Decks: CFP tax sections, Risk Management and Insurance, Investment Planning

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CFP Exam - BIF Exam Prep

CFP Exam - BIF Exam Prep

Flashcard Maker: Casey Morford

693 Cards –

17 Decks –

18 Learners

Sample Decks: BU - CFP's Code of Ethics, BU - Formulas, BU - Standard of Conduct

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CFP Exam 6

CFP Exam 6

Flashcard Maker: Nicholas mercer

514 Cards –

25 Decks –

4 Learners

Sample Decks: Chapter 1- Overview, Chapter 2 - Ethics, Chapter 3 - Ownership

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CFP® | FP511

CFP® | FP511

Flashcard Maker: A C

1,089 Cards –

61 Decks –

11 Learners

Sample Decks: LO 1.1.1: Categorize the personal financial process according to the steps outlined in the CFP Board's Practice Standards, LO 1.1.2: Determine whether a financial planner-client relationship constitutes financial planning as stated in the CFP Board Code of Ethics and Standards of Conduct, LO 1.1.3: Evaluate a scenario based on six principles of the CFP Board’s Code of Ethics to determine if there are violations.

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CFP Extra

CFP Extra

Flashcard Maker: Christina Pucek

425 Cards –

8 Decks –

1 Learner

Sample Decks: Code of Ethics and Standards, Insurance, Investment

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CFP Taxes

CFP Taxes

Flashcard Maker: John Cochran

377 Cards –

15 Decks –

7 Learners

Sample Decks: Chapter 1, Chapter 2, Chapter 3

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CFP EXAM - SM - Danko

CFP EXAM - SM - Danko

Flashcard Maker: Stephanie Malewski

968 Cards –

8 Decks –

42 Learners

Sample Decks: General Principles, Insurance, Investment

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CFP

CFP

Flashcard Maker: Josh Hill

951 Cards –

6 Decks –

5 Learners

Sample Decks: Principles, Risk Management, Investments

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CFP

CFP

Flashcard Maker: Tom Custance

258 Cards –

7 Decks –

21 Learners

Sample Decks: General Principles, Misc Subjects, Estate

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CFP 1 Planning and Insurance

CFP 1 Planning and Insurance

Flashcard Maker: David Freiler

396 Cards –

10 Decks –

216 Learners

Sample Decks: 1-1. Introduction to the Financial Planning Process, 1-2. Regulatory and Ethical Considerations, 1-4. Risk Management and the Insurance Industry

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CFP

CFP

Flashcard Maker: Nikki Stiavnicky

352 Cards –

7 Decks –

7 Learners

Sample Decks: Financial Math, Investment Planning, Retirement Planning

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CFP EXAM FLASHCARDS

CFP EXAM FLASHCARDS

Flashcard Maker: John Z

360 Cards –

7 Decks –

4 Learners

Sample Decks: General Principles, Insurance, Investment

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CFP

CFP

Flashcard Maker: Jennifer Bromberg

714 Cards –

6 Decks –

2 Learners

Sample Decks: General Principles/Conduct/Psychology, Risk Management/ Insurance Planning, Investment planning

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CFP Canada

CFP Canada

Flashcard Maker: K P

99 Cards –

5 Decks –

10 Learners

Sample Decks: 2021 Figures, Trusts, Tax Accounts & Calculations

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CFP (Self Created)

CFP (Self Created)

Flashcard Maker: Andrew Busa

405 Cards –

10 Decks –

16 Learners

Sample Decks: Retirement Planning, Taxes, Investments

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CFP

CFP

Flashcard Maker: Robert Steinau

245 Cards –

8 Decks –

1 Learner

Sample Decks: Lesson 2, Lesson 3, Lesson 4

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My CFP Flashcards

My CFP Flashcards

Flashcard Maker: Toria Baker

640 Cards –

18 Decks –

1 Learner

Sample Decks: ethics, law, and code of ethics, registered investment advisors, elements of financial planning and behavioral considerations

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CFP

CFP

Flashcard Maker: Nelson Greene

663 Cards –

7 Decks –

2 Learners

Sample Decks: Fundamentals, Insurance, Investments

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CFP Canada Exam Study 2021

CFP Canada Exam Study 2021

Flashcard Maker: B B

614 Cards –

13 Decks –

15 Learners

Sample Decks: Fundamentals of Financial Planning, Standards of Practice, Retirement Planning

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CFP - my flashcards

CFP - my flashcards

Flashcard Maker: Susan Roman

516 Cards –

6 Decks –

1 Learner

Sample Decks: General Principles, Insurance, Investments

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CCP-C/FP-C Certification Review

CCP-C/FP-C Certification Review

Flashcard Maker: Tom Latosek

277 Cards –

15 Decks –

132 Learners

Sample Decks: Advanced Airway Principles, Ventilator Management, Critical Care Cardiology

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OJ CFP Cards

OJ CFP Cards

Flashcard Maker: Olivia Jung

268 Cards –

20 Decks –

3 Learners

Sample Decks: Estate, Hot Questions, Fundamentals + Insurance (Review every day)

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CFP 6 - Estate Planning

CFP 6 - Estate Planning

Flashcard Maker: Mike Hcolluccm

237 Cards –

10 Decks –

22 Learners

Sample Decks: 106-1 Estate Planning Process, Property Titling Considerations, and Property Law Systems, 106-2 TOD, Planning Docs, and Incapacity Planning, 106-3 Types, Features, and Taxation of Trusts

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CFP Exam Review

CFP Exam Review

Flashcard Maker: Galen Rasche

253 Cards –

7 Decks –

9 Learners

Sample Decks: Behavioral Finance Terminology, General Principles, Insurance Planning

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CFP

CFP

Flashcard Maker: Brendan Barry

284 Cards –

4 Decks –

1 Learner

Sample Decks: General Principals, Tax, Retirement

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CFP

CFP

Flashcard Maker: Nathan Driggs

37 Cards –

3 Decks –

1 Learner

Sample Decks: Options, Insurance/Medicare, Tax And Estate

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CFP Card Decks from BIF

CFP Card Decks from BIF

Flashcard Maker: The Boston Institute of Finance (BIF)

142 Cards –

3 Decks –

129 Learners

Sample Decks: Key Insurance Terms, Tax Forms & Schedules, Behavioral Finance Biases

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CFP Review

CFP Review

Flashcard Maker: Cra Vol

228 Cards –

6 Decks –

9 Learners

Sample Decks: Estate Planning, General Principles, Insurance Planning

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CFP Review

CFP Review

Flashcard Maker: Justin Pagan

279 Cards –

5 Decks –

10 Learners

Sample Decks: Retirement Planning, Estate Planning, Income tax

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CFP additional cards

CFP additional cards

Flashcard Maker: Robert Folkes

380 Cards –

8 Decks –

7 Learners

Sample Decks: Fundamentals, Insurance, Tax

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CFP

CFP

Flashcard Maker: Graeme Smith

107 Cards –

1 Decks –

1 Learner

Sample Decks: CFP

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CFP Exam

CFP Exam

Flashcard Maker: Erin Little

829 Cards –

6 Decks –

1 Learner

Sample Decks: Investments, Tax, Retirement

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CFP Memorize

CFP Memorize

Flashcard Maker: Mike Mattes

234 Cards –

6 Decks –

11 Learners

Sample Decks: Estate, Income Tax, Retirement

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CFP

CFP

Flashcard Maker: Tyler Gliebe

156 Cards –

12 Decks –

1 Learner

Sample Decks: BCC Case Prep, CPP/OAS Gov Plans, RRSP And Other Registered Plans

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My own CFP flashcards

My own CFP flashcards

Flashcard Maker: Amy Spalding

1,953 Cards –

9 Decks –

5 Learners

Sample Decks: FP 511- General Fin Planning- module 8, FP 511-Gen FP- module 3 ratios, FP511

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CFP

CFP

Flashcard Maker: Chris Riley

224 Cards –

6 Decks –

6 Learners

Sample Decks: General Principles, Insurance Planning, Investment Planning

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CFP General Principles

CFP General Principles

Flashcard Maker: Omen Quelvog

233 Cards –

8 Decks –

2 Learners

Sample Decks: Behavioral Finance, Cash Flow Management, Calculator Basics

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CFP Review

CFP Review

Flashcard Maker: Farren Forcella

383 Cards –

7 Decks –

5 Learners

Sample Decks: Fundamentals & Insurance, Investment Planning, Psychology of Financial Planning

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CFP

CFP

Flashcard Maker: Jamie Lovin

518 Cards –

7 Decks –

1 Learner

Sample Decks: Income Tax, General Financial Planning, Retirement

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KB CFP Exam Review Flashcards

KB CFP Exam Review Flashcards

Flashcard Maker: Kara Bulhon

1,014 Cards –

9 Decks –

10 Learners

Sample Decks: General Financial Planning, Risk Management, Insurance and Employee Benefits, Investment Planning

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1. CFP Exam (updating w/ 2017 numbers from CFFP)

1. CFP Exam (updating w/ 2017 numbers from CFFP)

Flashcard Maker: Daniel Cutter

990 Cards –

17 Decks –

118 Learners

Sample Decks: General Financial Planning Principles (17%), Terms, Concepts

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Victor's Personal CFP

Victor's Personal CFP

Flashcard Maker: Victor Colella

505 Cards –

7 Decks –

3 Learners

Sample Decks: Standards and Insurance, General Principles, Investments

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CFP 516

CFP 516

Flashcard Maker: Erin Little

195 Cards –

8 Decks –

3 Learners

Sample Decks: Chapter 1: Estate Planning Process, Chapter 2: Federal Gift Tax, Chapter 3: Methods of Estate Transfer during Life

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CFP Canada Oct 2022

CFP Canada Oct 2022

Flashcard Maker: Ryan Phillips

356 Cards –

7 Decks –

11 Learners

Sample Decks: Financial Planning Practices & Ethics, Financial Management, Investment Planning

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CFP 3 - Investment Planning

CFP 3 - Investment Planning

Flashcard Maker: Mike Hcolluccm

288 Cards –

10 Decks –

7 Learners

Sample Decks: 103-1 Cash And Equivalents, 103-10 Asset Allocation, Portfolio Dev, Investment Strategies, 103-9 Stock Valuation Concepts

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CFP Review

CFP Review

Flashcard Maker: Andrew Bae

262 Cards –

7 Decks –

1 Learner

Sample Decks: Fundamental Financial Planning Practices, Estate Planning and Legal Aspects, Insurance and Risk Management

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CFP 4 - Tax Planning

CFP 4 - Tax Planning

Flashcard Maker: Mike Hcolluccm

218 Cards –

10 Decks –

9 Learners

Sample Decks: 104-1 Income Tax Fundamentals: Inclusions and Exclusions from Income, 104-2 Income Tax: Deductions and Credits, 104-3 Charitable/Philanthrophic Contributions and Deductions

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CFP Canada 2021

CFP Canada 2021

Flashcard Maker: Lisa S

140 Cards –

7 Decks –

12 Learners

Sample Decks: *Retirement Planning, Tax planning, Estate Planning

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CFP TL VERSION

CFP TL VERSION

Flashcard Maker: Tyson Lokke

263 Cards –

6 Decks –

1 Learner

Sample Decks: Insurance Review, Retirement, Income Tax

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CFP 5 Estate

CFP 5 Estate

Flashcard Maker: David Freiler

59 Cards –

2 Decks –

45 Learners

Sample Decks: 1. Property Ownership, Estate Planning Process and Goals, 2. The Federal Gift Tax

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Extra CFP Flashcards

Extra CFP Flashcards

Flashcard Maker: Thomas Bengtson

808 Cards –

1 Decks –

1 Learner

Sample Decks: Missed Topics

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CFP Exam 5

CFP Exam 5

Flashcard Maker: Nicholas mercer

428 Cards –

12 Decks –

4 Learners

Sample Decks: Performance Questions, Pre Ch. 6, Chapter 6

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CCP-C/FP-C Exam Prep

CCP-C/FP-C Exam Prep

Flashcard Maker: Bryce Henderson

140 Cards –

5 Decks –

80 Learners

Sample Decks: Obstetrical, Neonatal and Pediatric, Respiratory

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CFP

CFP

Flashcard Maker: John Brimhall

431 Cards –

3 Decks –

4 Learners

Sample Decks: CFP Deck 2, CFP Deck 1, CFP Deck 3

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CFP 502- Investment planning

CFP 502- Investment planning

Flashcard Maker: Rebeca Boroica

388 Cards –

6 Decks –

10 Learners

Sample Decks: 502- 1 Security Markets and Economic Environment, 502- 2 Investment Risk and Return, 502-3 Modern Portfolio Theory and Behavioral Finance

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CFP

CFP

Flashcard Maker: brad Wilson

231 Cards –

5 Decks –

3 Learners

Sample Decks: Retirement, Tax Planning, Financial Planning

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CFP

CFP

Flashcard Maker: samuel ramli

342 Cards –

12 Decks –

1 Learner

Sample Decks: GSTT, Brain Dump, Fundamentals of Financial Planning

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CFP: Investments

CFP: Investments

Flashcard Maker: frank graziano

169 Cards –

16 Decks –

6 Learners

Sample Decks: Terms, Equations, 1. Securities Markets and Market Mechanics

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CFP Exam Kaplan

CFP Exam Kaplan

Flashcard Maker: Scott Feldmiller

201 Cards –

2 Decks –

27 Learners

Sample Decks: Module 1 - Fundamentals, Module 2 - Risk Management, Insurance, and Employee Benefits

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CFP

CFP

Flashcard Maker: Chris Gould

384 Cards –

7 Decks –

1 Learner

Sample Decks: Formulas To Memorize, Insurance, General Principals

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Austin CFP Flashcards

Austin CFP Flashcards

Flashcard Maker: Austin Daugherty

408 Cards –

10 Decks –

1 Learner

Sample Decks: Acronyms and Charts to Remember, Formula's and Calculator Steps to Remember, Austin Insurance Deck

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CFP

CFP

Flashcard Maker: Brenda Ehrke

49 Cards –

3 Decks –

1 Learner

Sample Decks: Behavioral Finance, Financial Planning Process, General Principles

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INVESTMENT- CFP

INVESTMENT- CFP

Flashcard Maker: Joni Preston

70 Cards –

1 Decks –

2 Learners

Sample Decks: Investment

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CFP Investments

CFP Investments

Flashcard Maker: John Cochran

106 Cards –

6 Decks –

16 Learners

Sample Decks: Chapter 2: Securities Markets and Transactions, Chapter 1: Preparing to Invest, Chapter 3

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CFP Exam: March 2013

CFP Exam: March 2013

Flashcard Maker: Jon Sycamore

1,075 Cards –

7 Decks –

5 Learners

Sample Decks: Fundamentals, Insurance, Investments

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CFP

CFP

Flashcard Maker: Tracie Watts

119 Cards –

4 Decks –

1 Learner

Sample Decks: 511 - Module 1, 511 - Module 2, 511 - Module 3

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CFP Exam

CFP Exam

Flashcard Maker: Charlotte Dagg

466 Cards –

7 Decks –

1 Learner

Sample Decks: Income Tax, Retirement, General Principles

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CFP Canada 2021

CFP Canada 2021

Flashcard Maker: Hamin Lim

93 Cards –

7 Decks –

5 Learners

Sample Decks: Tax Planning, Retirement Planning, Estate Planning

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CFP Roadmaps

CFP Roadmaps

Flashcard Maker: peter mayer

79 Cards –

5 Decks –

5 Learners

Sample Decks: Estate Planning, Retirement, General Principles

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CFP - Retirement Planning

CFP - Retirement Planning

Flashcard Maker: Courtney Kenning

243 Cards –

8 Decks –

4 Learners

Sample Decks: Qualified Plans, Qualified Pension Plan, Profit Sharing Plans

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CFP 515

CFP 515

Flashcard Maker: Erin Little

171 Cards –

8 Decks –

2 Learners

Sample Decks: Chapter 1: Qualified Plan Requirements and Regulatory Considerations, Chapter 2:, Chapter 3: Profit sharing & 401(k) plans

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CFP TAX

CFP TAX

Flashcard Maker: Bob Brown

336 Cards –

5 Decks –

4 Learners

Sample Decks: Tax Fundamentals, Tax 2, Tax Manual Review

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Retirement- CFP

Retirement- CFP

Flashcard Maker: Joni Preston

63 Cards –

1 Decks –

2 Learners

Sample Decks: Retirement

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CFP Exam

CFP Exam

Flashcard Maker: Alex Maas

69 Cards –

1 Decks –

2 Learners

Sample Decks: Book 1 review

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me cfp

me cfp

Flashcard Maker: Kevin Pitkin

159 Cards –

6 Decks –

1 Learner

Sample Decks: Retirement/Education and EE Benefits, Tax, Estate

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CFP (YM Prepared)

CFP (YM Prepared)

Flashcard Maker: Yilian Martinez

130 Cards –

1 Decks –

1 Learner

Sample Decks: All

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CFP EXAM

CFP EXAM

Flashcard Maker: Dennis Ragauskas

244 Cards –

6 Decks –

5 Learners

Sample Decks: ECONOMICS, LIFE INSURANCE 1, FP1 LIFE INSURANCE 1

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CFP- Blake Flashcards

CFP- Blake Flashcards

Flashcard Maker: Blake Hummel

325 Cards –

12 Decks –

1 Learner

Sample Decks: Friggen Trust, Social Security, General Principles

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CFP

CFP

Flashcard Maker: Nicole Barker

477 Cards –

1 Decks –

1 Learner

Sample Decks: Comprehensive

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CFP Courses

CFP Courses

Flashcard Maker: Cayden McLaughlin

134 Cards –

4 Decks –

1 Learner

Sample Decks: Introduction to Financial Planning, Risk Management & Insurance Planning, Investment Planning

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CFP

CFP

Flashcard Maker: Linh Lee

232 Cards –

6 Decks –

1 Learner

Sample Decks: TAX PLANNING, ESTATE PLANNING, INSURANCE PLANNING

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CFP Formulas

CFP Formulas

Flashcard Maker: Michael G

17 Cards –

1 Decks –

1 Learner

Sample Decks: Formulas

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CFP Review: CCR

CFP Review: CCR

Flashcard Maker: Coles Romaine

117 Cards –

3 Decks –

1 Learner

Sample Decks: Overall Review, Investment Formulas to Memorize, Education

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Random CFP

Random CFP

Flashcard Maker: Olivia Knecht

211 Cards –

9 Decks –

1 Learner

Sample Decks: CFP GP, CFP Insurance, CFP Investments

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Income Tax - CFP

Income Tax - CFP

Flashcard Maker: Joni Preston

60 Cards –

1 Decks –

2 Learners

Sample Decks: Income Tax

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CFP Flashcards - July 2021 Exam

CFP Flashcards - July 2021 Exam

Flashcard Maker: Scott Neuberger

524 Cards –

8 Decks –

1 Learner

Sample Decks: Professional Conduct & Regulation, Education Planning, Estate Planning

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CFP - INVESTMENTS

CFP - INVESTMENTS

Flashcard Maker: Jerod Yee

226 Cards –

8 Decks –

1 Learner

Sample Decks: Fundamental of Investments (L1), Portfolio Theory (L2), Measuring Return (L3)

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CFP - Julia's Custom

CFP - Julia's Custom

Flashcard Maker: Julia Duros

52 Cards –

6 Decks –

1 Learner

Sample Decks: General Principles, Investments, Estate

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Beth CFP 2020 Final Deck

Beth CFP 2020 Final Deck

Flashcard Maker: Beth Lofgren

434 Cards –

7 Decks –

4 Learners

Sample Decks: General Principles, Insurance, Investment

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CFP March 2022

CFP March 2022

Flashcard Maker: Nicole P

112 Cards –

1 Decks –

1 Learner

Sample Decks: CFP ALL

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CFP Code and Standards

CFP Code and Standards

Flashcard Maker: Garrett Duchesne

39 Cards –

2 Decks –

2 Learners

Sample Decks: Code and Standards, Financial Planning

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CFP: My Cards

CFP: My Cards

Flashcard Maker: Regina Neenan

514 Cards –

7 Decks –

1 Learner

Sample Decks: Basics & Fundamentals, Insurance, Investments

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CFP Re-do

CFP Re-do

Flashcard Maker: Andrew Busa

78 Cards –

8 Decks –

1 Learner

Sample Decks: Process and Standards, Intro to Insurance, Financial Statements

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CFP Roadmaps

CFP Roadmaps

Flashcard Maker: Dina Milne

124 Cards –

11 Decks –

3 Learners

Sample Decks: Estate Roadmaps, Insurance, General Principles & Education Roadmaps

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cfp-1

cfp-1

Flashcard Maker: kelly mecca

175 Cards –

6 Decks –

2 Learners

Sample Decks: estate, Insurance, General principal

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CFP EXTENDED

CFP EXTENDED

Flashcard Maker: Kelly Mcginley

74 Cards –

3 Decks –

13 Learners

Sample Decks: INVESTMENTS, ESTATE PLANNING, RETIREMENT

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CFP - Corporate Financial Planning

CFP - Corporate Financial Planning

Flashcard Maker: Paul Kim

166 Cards –

9 Decks –

6 Learners

Sample Decks: 02 - Buy and Sell, Share Buyback, 01 - Business Entities, 04 - Company owned Policies

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CFP Classes

CFP Classes

Flashcard Maker: Kirt Thorne

32 Cards –

2 Decks –

1 Learner

Sample Decks: Module 2, Module 4

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Pete CFP

Pete CFP

Flashcard Maker: Pete Fry

209 Cards –

2 Decks –

4 Learners

Sample Decks: Deck 1 Factoids, HARD DECK - loadsa CFP facts

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CFP 2022

CFP 2022

Flashcard Maker: Keyana R

106 Cards –

5 Decks –

4 Learners

Sample Decks: Tax Planning, Estates, Retirement

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General Principles- CFP

General Principles- CFP

Flashcard Maker: Joni Preston

80 Cards –

1 Decks –

2 Learners

Sample Decks: General Principles

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Justin's CFP

Justin's CFP

Flashcard Maker: Justin Tockey

269 Cards –

8 Decks –

1 Learner

Sample Decks: Professional Conduct and Fiduciary Responsibility, General Principles of Financial Planning, Insurance Planning

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CFP Course 2 Flashcard Kaplan

CFP Course 2 Flashcard Kaplan

Flashcard Maker: Michael Byrns

344 Cards –

5 Decks –

3 Learners

Sample Decks: Module 1, Module 2: Property and Casualty Insurance, Module 5

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CFP 501-Intro to financial planning

CFP 501-Intro to financial planning

Flashcard Maker: Rebeca Boroica

170 Cards –

8 Decks –

12 Learners

Sample Decks: Module 1 (1) The financial planning process, Module 1 (2) CFP Board's Fitness, Standards, and Code of Ethics, Module 1 (3) Rules of Conduct & Disciplinary Procedures

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Insurance - CFP

Insurance - CFP

Flashcard Maker: Joni Preston

60 Cards –

1 Decks –

2 Learners

Sample Decks: Insurance

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CFP 1 - Fundamentals and Ethical Considerations

CFP 1 - Fundamentals and Ethical Considerations

Flashcard Maker: Travis Portwood

235 Cards –

10 Decks –

5 Learners

Sample Decks: Unit 3 - Cash Flow Management and Financing Strategies, Unit 6 - Regulatory Requirements, Financial Institutions, Professional Conduct, and Fiduciary Responsibility, Unit 1 - The Personal Financial Planning Process and Interpersonal Communication

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Cfp Cards

Cfp Cards

Flashcard Maker: Dorothy Qin

288 Cards –

9 Decks –

1 Learner

Sample Decks: General Principals, Formula, Questions Answered Wrong

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CFP Supplement

CFP Supplement

Flashcard Maker: Daniel Whitt

505 Cards –

6 Decks –

1 Learner

Sample Decks: Fundamentals, Insurance, Investments

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Cfp

Cfp

Flashcard Maker: Steven Hefter

74 Cards –

3 Decks –

1 Learner

Sample Decks: WRONG ANSWERS, Formulas, Estate

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CFP Study

CFP Study

Flashcard Maker: Dave Hamasaki

276 Cards –

1 Decks –

1 Learner

Sample Decks: All

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CFP Nadine

CFP Nadine

Flashcard Maker: Nadine Struthers

104 Cards –

12 Decks –

3 Learners

Sample Decks: Taxes, Retirement Planning, Financial Management

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CFP Risk Mgmt, Insurance & Employee Benefits

CFP Risk Mgmt, Insurance & Employee Benefits

Flashcard Maker: Omen Quelvog

357 Cards –

6 Decks –

1 Learner

Sample Decks: Principles of Insurance, Property and Casualty Insurance, Life Insurance and Annuities

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CFP

CFP

Flashcard Maker: Roy Tirakayos

20 Cards –

2 Decks –

1 Learner

Sample Decks: Investments, Bonds

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CFP Flashcards

CFP Flashcards

Flashcard Maker: Emily Hammond

317 Cards –

9 Decks –

1 Learner

Sample Decks: General Principles, Economics/Markets, Behavioral Finance

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Peter's CFP Cards

Peter's CFP Cards

Flashcard Maker: Peter Besel

200 Cards –

5 Decks –

1 Learner

Sample Decks: Book 1, Psychology of FP, Book 2

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Carson CFP HS321

Carson CFP HS321

Flashcard Maker: Justin Carlson

83 Cards –

9 Decks –

4 Learners

Sample Decks: Lesson 1 (Ch. 3), Lesson 4 (Ch. 6 & 7), Lesson 5 (Ch. 8 & 9)

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CFP Review TS

CFP Review TS

Flashcard Maker: Ted Scalise

129 Cards –

8 Decks –

1 Learner

Sample Decks: Education Savings Vehicles, Education Funding: Financial Aid, Education Funding: Financial Aid (Slides)

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July 2020 CFP Exam (supplemental)

July 2020 CFP Exam (supplemental)

Flashcard Maker: Brian Cunningham

29 Cards –

1 Decks –

7 Learners

Sample Decks: Flowcharts

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MAV CFP 7/2021

MAV CFP 7/2021

Flashcard Maker: Mark Ventura

37 Cards –

2 Decks –

1 Learner

Sample Decks: General Principles, Income Tax

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CFP Study Prep_self

CFP Study Prep_self

Flashcard Maker: Alan Kneale

215 Cards –

8 Decks –

1 Learner

Sample Decks: Tax Planning, Fundamentals, Risk

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Behavioral Finance- CFP

Behavioral Finance- CFP

Flashcard Maker: Joni Preston

45 Cards –

1 Decks –

2 Learners

Sample Decks: Behavioral Finance

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CFP

CFP

Flashcard Maker: Michael Crusco

192 Cards –

5 Decks –

1 Learner

Sample Decks: GPP, Investment Planning, Retirement Planning

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CFP Formula to Memorize

CFP Formula to Memorize

Flashcard Maker: Nick VN

20 Cards –

1 Decks –

5 Learners

Sample Decks: Formulas to Memorize

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CFP Course 1 (Kaplan Learning)4

CFP Course 1 (Kaplan Learning)4

Flashcard Maker: Jackie Menna

353 Cards –

8 Decks –

1 Learner

Sample Decks: Personal Financial Planning, Behavioral Finance, Communication & Counseling Principles, Financial Statements, Cash Flow Management, & Financing Strategies

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My CFP Prep

My CFP Prep

Flashcard Maker: Aubrey Williams

210 Cards –

7 Decks –

1 Learner

Sample Decks: General Principles, Insurance, Investments

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CFP - Ins.

CFP - Ins.

Flashcard Maker: Hailey Goldman

126 Cards –

9 Decks –

1 Learner

Sample Decks: Lesson 2 - health ins., Lesson 3 - Life Ins., Lesson 4 - Life Ins. Advanced Concepts

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CFP Pre-Study Flashcards

CFP Pre-Study Flashcards

Flashcard Maker: Riley Giauque

264 Cards –

4 Decks –

1 Learner

Sample Decks: Retirement Planning and Employee Benefits - Lesson 1 (Introduction to Qualified Plans), RP and EB - Lesson 2 (Pension Plans and Profit Sharing), RP and EB - Lesson 3 (Administration of Qualified Plans)

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Jenn's CFP Exam Prep

Jenn's CFP Exam Prep

Flashcard Maker: Jenn Steliga

242 Cards –

9 Decks –

1 Learner

Sample Decks: Estate Planning, General Principles of Financial Planning, Investment Planning

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CFP

CFP

Flashcard Maker: Dhalsim P

104 Cards –

6 Decks –

2 Learners

Sample Decks: Future Month Codes, Comdty, Comdty and market code

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CFP 1 - General Planning

CFP 1 - General Planning

Flashcard Maker: Mike Hcolluccm

184 Cards –

10 Decks –

3 Learners

Sample Decks: 101-1 Personal Financial Planning Process, 101-2 Behavioral Finance, 101-3 Financial Statements

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CFP Flashcards

CFP Flashcards

Flashcard Maker: Carter Hench

218 Cards –

5 Decks –

2 Learners

Sample Decks: 1. Introduction to Financial Planning, 2. Insurance Planning & Risk Management, 3. Investment Planning

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CFP 2

CFP 2

Flashcard Maker: Davitika Sharma

44 Cards –

1 Decks –

1 Learner

Sample Decks: Toxicology and lead generation

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2012 CFP

2012 CFP

Flashcard Maker: John Butterfield

437 Cards –

7 Decks –

1 Learner

Sample Decks: Retirement Plans, Group Benefits, Insurance

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CFP

CFP

Flashcard Maker: Jennafer Johnson

29 Cards –

2 Decks –

1 Learner

Sample Decks: Cfp Formulas, Extra CFP Notecards

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CFP Review- Dalton Education

CFP Review- Dalton Education

Flashcard Maker: Emily Baker

29 Cards –

6 Decks –

15 Learners

Sample Decks: Fundamentals of Financial Planning, Insurance Planning, Investments

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CFP Calculator Problems

CFP Calculator Problems

Flashcard Maker: Chris Wilczewski

17 Cards –

2 Decks –

2 Learners

Sample Decks: Conceptual Calculations, HP 10bII+ Calculator Problems

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CFP Exam | Wrong Ch. ?s

CFP Exam | Wrong Ch. ?s

Flashcard Maker: P C

250 Cards –

32 Decks –

1 Learner

Sample Decks: Investment Planning | Lesson 6: Bond Valuation, Investment Planning | Lesson 5: Bonds, Investment Planning | Lesson 4: Stock Valuation & Ratio Analysis

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Cfp

Cfp

Flashcard Maker: Karin Knoop

54 Cards –

1 Decks –

1 Learner

Sample Decks: Karin CFP STUFF

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CFP Exame Outubro 2020

CFP Exame Outubro 2020

Flashcard Maker: Ricardo Vasques

382 Cards –

4 Decks –

2 Learners

Sample Decks: Planejamento de Aposentadoria_Resumo, Planejamento Financeiro_Resumo, Planejamento Sucessório_Resumo

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CFP

CFP

Flashcard Maker: Chris K

36 Cards –

1 Decks –

1 Learner

Sample Decks: Intro To Financial Planning

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CFP 5 - Retirement Savings and Income Planning

CFP 5 - Retirement Savings and Income Planning

Flashcard Maker: Mike Hcolluccm

164 Cards –

10 Decks –

6 Learners

Sample Decks: 105-1 Qualified Plan Requirements & Regulatory Plan Considerations, 105-2 Defined Benefit & Other Pension Plans, 105-3 Profit-Sharing and Other Defined Contribution Plans

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CFP - Insurance

CFP - Insurance

Flashcard Maker: Courtney Kenning

505 Cards –

2 Decks –

1 Learner

Sample Decks: Book 2 Pages 1 - 101, Insurance Pre-Study Books

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CFP - FUNDAMENTALS

CFP - FUNDAMENTALS

Flashcard Maker: Jerod Yee

148 Cards –

9 Decks –

1 Learner

Sample Decks: Ethics, Laws, Code of Ethics (L1), A. Duties Owed to the Client (Standard of Conduct), Registered Investment Advisors (L2)

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CFP Study

CFP Study

Flashcard Maker: Nicholas Hiebert

325 Cards –

4 Decks –

1 Learner

Sample Decks: Retirement Planning, Estate Planning, CFP Review F.I.I. (Part I)

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CFP

CFP

Flashcard Maker: Jesse Stokes

25 Cards –

1 Decks –

1 Learner

Sample Decks: LESSON 1

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CfP 2

CfP 2

Flashcard Maker: Anish Khakhria

84 Cards –

4 Decks –

3 Learners

Sample Decks: Toxicology & Lead Generation, Metals in Medicines, Metals in Medicines: Bioinorganics, Diagnostics and Therapeutics

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Wiley CFP Flashcards

Wiley CFP Flashcards

Flashcard Maker: Steve Hunter

89 Cards –

4 Decks –

6 Learners

Sample Decks: CoEPR and RoC, Practice Standards, Disciplinary Rules and Procedures

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CFP CARDS

CFP CARDS

Flashcard Maker: Austin Whittington

210 Cards –

5 Decks –

1 Learner

Sample Decks: Investment Planning, Fundamentals, Income Tax Planning

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CFP Final

CFP Final

Flashcard Maker: Nicholas mercer

255 Cards –

3 Decks –

1 Learner

Sample Decks: Questions, Hard????, Final Push Study

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ELLIE CFP Flashcards

ELLIE CFP Flashcards

Flashcard Maker: ellie mcguire

149 Cards –

6 Decks –

1 Learner

Sample Decks: Insurance 1- Principles of Risk & Insurance, Estate 2, Insurance 2- Policy, Company Selection/ Analysis & Evalution of Risk Exposures

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CFP 2 - Risk, Insurance, Emp. Benefits

CFP 2 - Risk, Insurance, Emp. Benefits

Flashcard Maker: Mike Hcolluccm

238 Cards –

11 Decks –

1 Learner

Sample Decks: 102-9 Nonqualified Deferred Compensation, 102-10 Biz Uses of LI and Other Emp Benefits, 102-8 Equity-Based Compensation

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CFP 2022 June

CFP 2022 June

Flashcard Maker: Lulu Wang

40 Cards –

1 Decks –

1 Learner

Sample Decks: memo list

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CFP®

CFP®

Flashcard Maker: Unknown Unknown

136 Cards –

3 Decks –

1 Learner

Sample Decks: Retirement Planning, Insurance Planning, Investment Planning

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CFP Code and Standards

CFP Code and Standards

Flashcard Maker: Tom Anichini

19 Cards –

3 Decks –

1 Learner

Sample Decks: Code of Ethics, Common FINRA Licenses, General Financial Planning

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CFP - PAT

CFP - PAT

Flashcard Maker: Cecília Cavadas

36 Cards –

2 Decks –

1 Learner

Sample Decks: REVISÃO PAT - CAP 1, REVISÃO PAT - CAP 3

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CFP Exam Practice Questions

CFP Exam Practice Questions

Flashcard Maker: Jess Perks

62 Cards –

6 Decks –

6 Learners

Sample Decks: General Principles, Insurance, Investments

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CFP

CFP

Flashcard Maker: Graham Reynolds

96 Cards –

7 Decks –

2 Learners

Sample Decks: Professional Conduct & Regulation, Fundamentals & Insurance, Investments

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Scott's CFP Flashcards

Scott's CFP Flashcards

Flashcard Maker: Scott Allen

101 Cards –

1 Decks –

1 Learner

Sample Decks: All Subjects

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Behavioral Finance - CFP 3/2022

Behavioral Finance - CFP 3/2022

Flashcard Maker: David Culp

27 Cards –

1 Decks –

2 Learners

Sample Decks: Behavioral Finance

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CFP Self Study

CFP Self Study

Flashcard Maker: Roland Fernandez

231 Cards –

6 Decks –

1 Learner

Sample Decks: Fundamentals, Insurance, Investment Planning

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CFP

CFP

Flashcard Maker: Laura Radcliff

165 Cards –

6 Decks –

1 Learner

Sample Decks: Retirement, General Principles, Insurance

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CFP - FAM

CFP - FAM

Flashcard Maker: Cecília Cavadas

27 Cards –

3 Decks –

1 Learner

Sample Decks: REVISÃO FAM - CAP 1, REVISÃO FAM - CAP 2, REVISÃO FAM - CAP 3

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CFP - TAX

CFP - TAX

Flashcard Maker: Jerod Yee

125 Cards –

5 Decks –

1 Learner

Sample Decks: Property Taxation (L1), Basic Income Tax (L2), Administrative (L3)

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CFP Test Prep

CFP Test Prep

Flashcard Maker: Jason Waugh

159 Cards –

6 Decks –

1 Learner

Sample Decks: CFP General Principles, Retirement Planning, Tax Planning

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CFP

CFP

Flashcard Maker: Sophie Brooks-Ames

93 Cards –

7 Decks –

1 Learner

Sample Decks: Tax, Tune Up Notes, Estate

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Estates- CFP

Estates- CFP

Flashcard Maker: Joni Preston

62 Cards –

1 Decks –

3 Learners

Sample Decks: Estate

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J’s CFP Review

J’s CFP Review

Flashcard Maker: Jeremy P

490 Cards –

7 Decks –

3 Learners

Sample Decks: General Principles, Behavioral Finance, Tax Planning

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CFP

CFP

Flashcard Maker: Dallin Griffin

192 Cards –

5 Decks –

1 Learner

Sample Decks: Investments, General Principles of Financial Planning, Risk Management and Employee Benefits

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CFP - INSURANCE

CFP - INSURANCE

Flashcard Maker: Jerod Yee

165 Cards –

4 Decks –

1 Learner

Sample Decks: Principles of Insurance (L1), Life, Health and Disability (L2), Property and Liability Insurance (L3)

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CFP - not danko flashcards

CFP - not danko flashcards

Flashcard Maker: Austin Hilscher

165 Cards –

7 Decks –

1 Learner

Sample Decks: Retirement Concepts, Investment Formulas (MUST MEMORIZE), Income Tax concepts

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Kaplan - Missed Questions - CFP

Kaplan - Missed Questions - CFP

Flashcard Maker: Michael Mitchell

50 Cards –

2 Decks –

5 Learners

Sample Decks: Missed Questions - 1st exam, Missed Questions - 2nd exam

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CFP Exam 4

CFP Exam 4

Flashcard Maker: Nicholas mercer

204 Cards –

11 Decks –

1 Learner

Sample Decks: Chapter 1, Chapter 2, Chapter 3

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CFP extras

CFP extras

Flashcard Maker: Johnny Rutledge

112 Cards –

4 Decks –

1 Learner

Sample Decks: Fundamentals, Insurance, Social Security

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CFP(R) Exam Review

CFP(R) Exam Review

Flashcard Maker: Kyle Eagle

43 Cards –

3 Decks –

1 Learner

Sample Decks: Ethics, Funamentals, Behavioral Finance

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CFP - Retirement Planning

CFP - Retirement Planning

Flashcard Maker: Justin Mourning

16 Cards –

1 Decks –

4 Learners

Sample Decks: Key Terms

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CFP

CFP

Flashcard Maker: Jahshonte Hollis

98 Cards –

2 Decks –

1 Learner

Sample Decks: Investment Planning, Income Tax Planning

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CFP

CFP

Flashcard Maker: Michelle Zimmerman

93 Cards –

1 Decks –

1 Learner

Sample Decks: Financial Planning Process

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CFP INSURANCE

CFP INSURANCE

Flashcard Maker: Kirstin Chavez

16 Cards –

1 Decks –

3 Learners

Sample Decks: LIFE, HEALTH, DISABILITY

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CFP

CFP

Flashcard Maker: Bhaskar Kaura

50 Cards –

3 Decks –

1 Learner

Sample Decks: Fundamentals of financial Planning, Investment Planning, General Rules

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CFP by MW

CFP by MW

Flashcard Maker: Megan Wilsey

19 Cards –

1 Decks –

1 Learner

Sample Decks: CFP

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CFP ESPC (Delegado de Polícia)

CFP ESPC (Delegado de Polícia)

Flashcard Maker: Pedro Vieira

26 Cards –

6 Decks –

1 Learner

Sample Decks: Investigação Criminal, Conhecimento Jurídico Criminal, Inquérito Policial e PPJ-E

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My Course 1 CFP Flashcard Kaplan

My Course 1 CFP Flashcard Kaplan

Flashcard Maker: Michael Byrns

122 Cards –

6 Decks –

2 Learners

Sample Decks: Module 1, Module 2: Behavioral Finance, Communication and Counseling Principles, Module 3: Financial Statements, Cash Flow Management, and Financing Strategies

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CFP Exam Missed Questions

CFP Exam Missed Questions

Flashcard Maker: jayce lowe

75 Cards –

3 Decks –

2 Learners

Sample Decks: Insurance, Investments, Retirement

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CFP Missed Concepts

CFP Missed Concepts

Flashcard Maker: Ana Martinez

213 Cards –

6 Decks –

1 Learner

Sample Decks: Ethics, Fundamentals, Insurance

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JBG CFP Flashcards

JBG CFP Flashcards

Flashcard Maker: jb Groh

23 Cards –

1 Decks –

1 Learner

Sample Decks: CFP

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CFP

CFP

Flashcard Maker: Zachary Burd

129 Cards –

8 Decks –

1 Learner

Sample Decks: Code of Ethics, Practice Standards, Insurance, Investment Planning

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CFP Module 1

CFP Module 1

Flashcard Maker: Larry Capehart

31 Cards –

1 Decks –

4 Learners

Sample Decks: The Financial Planning Process

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DANKO CFP FC REVIEW

DANKO CFP FC REVIEW

Flashcard Maker: Gregg Burmaster

185 Cards –

7 Decks –

1 Learner

Sample Decks: General Principles, Insurance Planning, Investment Planning

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Kinna CFP

Kinna CFP

Flashcard Maker: Leo O'Connor

54 Cards –

5 Decks –

3 Learners

Sample Decks: 47 - Tax Reduction/Management Techniques, 12 - Economics Concepts, 38 - Bond and Stock Valuation Concepts

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CFP EXAM - Flashcards

CFP EXAM - Flashcards

Flashcard Maker: Al Rich

242 Cards –

6 Decks –

1 Learner

Sample Decks: General Principles, Insurance, Investment

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CFP - RETIREMENT

CFP - RETIREMENT

Flashcard Maker: Jerod Yee

52 Cards –

3 Decks –

1 Learner

Sample Decks: Intro to Qualified Plans (L1), Pension Plans and Profit Sharing Plan (L2), Administration of Qualified Plans (L3)

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CFP Review

CFP Review

Flashcard Maker: Brian Leach

87 Cards –

5 Decks –

5 Learners

Sample Decks: (old) Code of Ethics and Standards of Conduct, Fundamentals and Insurance cards not in Dalton Deck, Fundamentals Practice Exam

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CFP EXAM

CFP EXAM

Flashcard Maker: Jarrel Longino

112 Cards –

1 Decks –

1 Learner

Sample Decks: Exam Terms

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CFP - Fundamentals of Financial Planning

CFP - Fundamentals of Financial Planning

Flashcard Maker: Courtney Kenning

225 Cards –

2 Decks –

1 Learner

Sample Decks: Quizzes - All Chapters (Dalton), Fundamentals - All Notes

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CFP Final Weeks

CFP Final Weeks

Flashcard Maker: Kimberly Papik

50 Cards –

1 Decks –

3 Learners

Sample Decks: Final weeks

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Cfp

Cfp

Flashcard Maker: mary musky

87 Cards –

5 Decks –

1 Learner

Sample Decks: Time Value, Ethics, Insurance

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CFP March 2021

CFP March 2021

Flashcard Maker: christy walker

113 Cards –

2 Decks –

2 Learners

Sample Decks: Fundamentals, Insurance

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Additional CFP

Additional CFP

Flashcard Maker: Paula Rocha

120 Cards –

2 Decks –

1 Learner

Sample Decks: All Topics, Estate Planning

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CFP Study Anytime

CFP Study Anytime

Flashcard Maker: Justin Bensema

178 Cards –

6 Decks –

1 Learner

Sample Decks: Danko Formula Memorization, Other Formula/Calc Memorization, Numbers/Rates Memorization

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CFP - Personal Financial Planning - 01 - Estate Duty

CFP - Personal Financial Planning - 01 - Estate Duty

Flashcard Maker: Paul Kim

134 Cards –

5 Decks –

4 Learners

Sample Decks: 01 - Estate Duty Act, 02 - Estate, 03 - Estate

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cfp

cfp

Flashcard Maker: Jing Zheng

74 Cards –

4 Decks –

1 Learner

Sample Decks: Retirement, Investments, Education

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CFP 2018

CFP 2018

Flashcard Maker: Bob Sikorski

22 Cards –

3 Decks –

2 Learners

Sample Decks: The Eight Major Domains Of Financial Planning, Contextual Variables, Eight Principle Knowledge Topics

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CFP

CFP

Flashcard Maker: April Schultz

78 Cards –

7 Decks –

1 Learner

Sample Decks: Benchmarks, Entities, Property Taxation

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CFP

CFP

Flashcard Maker: Drea Pressley

31 Cards –

2 Decks –

1 Learner

Sample Decks: Behavioral Finance, Retirement

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Other CFP

Other CFP

Flashcard Maker: Crystal Henning

19 Cards –

1 Decks –

2 Learners

Sample Decks: Other Stuff

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Financial Planning-CFP

Financial Planning-CFP

Flashcard Maker: Jody Carmack

168 Cards –

1 Decks –

2 Learners

Sample Decks: Financial Planning & Ins

Show Class
CFP

CFP

Flashcard Maker: Lisa Yang

25 Cards –

3 Decks –

1 Learner

Sample Decks: Estate, Retirement, General Principles

Show Class
CFP Exam 1

CFP Exam 1

Flashcard Maker: Nicholas mercer

156 Cards –

1 Decks –

2 Learners

Sample Decks: Practice Questions

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Self Made CFP

Self Made CFP

Flashcard Maker: Parker Mueller

157 Cards –

1 Decks –

1 Learner

Sample Decks: Self Made CFP Cards

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CCP-C / FP-C

CCP-C / FP-C

Flashcard Maker: Isaac Morenings

18 Cards –

1 Decks –

3 Learners

Sample Decks: Night 1

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CFP

CFP

Flashcard Maker: Houston Rutherford

95 Cards –

2 Decks –

1 Learner

Sample Decks: Estate, Taxes

Show Class
보기

보기

Flashcard Maker: David Yi

227 Cards –

10 Decks –

1 Learner

Sample Decks: Code of Ethics, Money laundering, Education

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Cfp Self Made Cards

Cfp Self Made Cards

Flashcard Maker: laura browning

144 Cards –

8 Decks –

1 Learner

Sample Decks: Fundamentals - Registered Investment Advisors, Lesson 3 - Economic Business Cycle, Consumer Protection, Lesson 5 - Financial Statements and Analysis

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Aprils FC For Danko CFP

Aprils FC For Danko CFP

Flashcard Maker: April Pollard

33 Cards –

1 Decks –

3 Learners

Sample Decks: I Will Know These

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CFP-NS

CFP-NS

Flashcard Maker: Nisarg Shah

34 Cards –

2 Decks –

1 Learner

Sample Decks: Random, Questions

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CFP Module 8

CFP Module 8

Flashcard Maker: Larry Capehart

49 Cards –

1 Decks –

2 Learners

Sample Decks: Health Care Plans

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Cfp - November

Cfp - November

Flashcard Maker: Nicola Graham

58 Cards –

1 Decks –

1 Learner

Sample Decks: Estate

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CFP Board Exam

CFP Board Exam

Flashcard Maker: Sara Kohr

17 Cards –

1 Decks –

2 Learners

Sample Decks: Insurance

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CAP

CAP

Flashcard Maker: Philippe Echelard

492 Cards –

45 Decks –

8 Learners

Sample Decks: CAP-Biopsie rénale, CAP-Résection rénale, CAP-Tumeur de Wilms (biopsie)

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CFP-Inc Tax Fund'ls

CFP-Inc Tax Fund'ls

Flashcard Maker: Thadeus Badger

57 Cards –

1 Decks –

1 Learner

Sample Decks: Unit 1 - Inc Tax Fund'ls and Calc'ns

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CFP Exam Review Prep

CFP Exam Review Prep

Flashcard Maker: Alec Lowell

66 Cards –

2 Decks –

2 Learners

Sample Decks: Book 1 - General Financial Planning Principles, Conduct, and Regulation, Book 2 - Risk Management, Insurance, and Employee Benefits Planning

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CFP EXAM - ZZ Top

CFP EXAM - ZZ Top

Flashcard Maker: John Heacock

55 Cards –

2 Decks –

1 Learner

Sample Decks: 1 - GP, 2 - INSURANCE

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CAPS 390

CAPS 390

Flashcard Maker: Samantha Tan

1,212 Cards –

35 Decks –

40 Learners

Sample Decks: L5. Epithelium, L10. Bone, L6. Connective Tissues

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CFP | Kim's Deck - Nov 2022

CFP | Kim's Deck - Nov 2022

Flashcard Maker: Kimberly Carroll

34 Cards –

3 Decks –

2 Learners

Sample Decks: Insurance, General Principles, Income Tax

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CFP Questions

CFP Questions

Flashcard Maker: Karina L

60 Cards –

3 Decks –

1 Learner

Sample Decks: Intro To Financial Planning, Estate Planning, Retirement Planning & Employee Benefits

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CFP

CFP

Flashcard Maker: Cee huynh

41 Cards –

3 Decks –

1 Learner

Sample Decks: Retirement Planning, Investment Planning REGULATION (Low %), Investment Planning INVESTMENT PRODUCTS

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CFP

CFP

Flashcard Maker: Reid Brannock

114 Cards –

1 Decks –

1 Learner

Sample Decks: COURSE 101

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CFP Question Bank

CFP Question Bank

Flashcard Maker: Lisa Yamilkoski

18 Cards –

1 Decks –

2 Learners

Sample Decks: Review

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CFP Self-Study

CFP Self-Study

Flashcard Maker: Bill Cuthbertson

97 Cards –

6 Decks –

1 Learner

Sample Decks: General Principles, Insurance, Investments

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CFP

CFP

Flashcard Maker: Alan Brockhaus

34 Cards –

3 Decks –

1 Learner

Sample Decks: Tax Planning, Fundamentals, Retirement Planning

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CFP Review

CFP Review

Flashcard Maker: rory cannon

57 Cards –

3 Decks –

1 Learner

Sample Decks: Fundamentals of Financial Planning - Dalton, Fundamentals Ch. 16 - Ethics and Standards of Conduct, Fundamentals Ch. 15 - Economics and the External Environment

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CFP

CFP

Flashcard Maker: Greg Workman

44 Cards –

1 Decks –

1 Learner

Sample Decks: CFP - Insurance Planning/Risk Management S1 - 1,2,3,6,8

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CFP Extension deck

CFP Extension deck

Flashcard Maker: Randy Hernandez

94 Cards –

5 Decks –

1 Learner

Sample Decks: Fundamentals of Financial Planning, Code of Ethics, Insurance

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CFP 2 - Insurance and employee benefit planning

CFP 2 - Insurance and employee benefit planning

Flashcard Maker: Travis Portwood

35 Cards –

1 Decks –

3 Learners

Sample Decks: Principles of Insurance and Insurance Needs Analysis

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CFP

CFP

Flashcard Maker: Greg Sykora

35 Cards –

1 Decks –

1 Learner

Sample Decks: CFP - Personal Assets section

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CFP Board Learning Objectives

CFP Board Learning Objectives

Flashcard Maker: Scott Simpson

19 Cards –

1 Decks –

1 Learner

Sample Decks: A. Professional Conduct & Regulation

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CFP Supplemental JB

CFP Supplemental JB

Flashcard Maker: Josh Britton

30 Cards –

7 Decks –

2 Learners

Sample Decks: General principles, Estate, Incorrect Exam Questions

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CFP (Personal)

CFP (Personal)

Flashcard Maker: Austin Hilscher

40 Cards –

3 Decks –

1 Learner

Sample Decks: General Principles Chapter 1 Cards, General Principles Chapter 2 Cards, General Principles Chapter 3 Cards

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CFP - FTR

CFP - FTR

Flashcard Maker: Cecília Cavadas

72 Cards –

4 Decks –

1 Learner

Sample Decks: Infrações circulação e conduta, Equipamentos obrigatórios, Motonetas, motocicletas e ciclomotor.

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CFP 104

CFP 104

Flashcard Maker: Rich Horne

33 Cards –

2 Decks –

1 Learner

Sample Decks: Unit 1 - exclusions/inclusions income, Unit 2 - Deductions and Credits

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CFP INVESTMENTS

CFP INVESTMENTS

Flashcard Maker: Kirstin Chavez

47 Cards –

6 Decks –

1 Learner

Sample Decks: FUNDAMENTALS, CLASS AUGUST 26, DERIVATIVES, OPTIONS, FUTURES

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CFP

CFP

Flashcard Maker: Michelle Russell

26 Cards –

2 Decks –

1 Learner

Sample Decks: General Principles, Insurance Planning

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CFP

CFP

Flashcard Maker: Liz Harden

46 Cards –

2 Decks –

1 Learner

Sample Decks: Insurance, Insurance Ch. 2

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cfp

cfp

Flashcard Maker: Emily King

45 Cards –

1 Decks –

1 Learner

Sample Decks: 1

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CFP Module 6

CFP Module 6

Flashcard Maker: Larry Capehart

93 Cards –

3 Decks –

2 Learners

Sample Decks: Introduction to Life Insurance and Annuities, Life Insurance Options, Annuities

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CFP Exam 2021

CFP Exam 2021

Flashcard Maker: Rob Nabel

45 Cards –

8 Decks –

1 Learner

Sample Decks: Course 1: General Financial Planning, Course 1: Education planning, Course 1: Professional conduct and regulation

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CFP Prep

CFP Prep

Flashcard Maker: Unknown Unknown

47 Cards –

4 Decks –

1 Learner

Sample Decks: 1.2 Financial Planning Practice Standards, 1.1 Financial Planning Process, 1.3 TVM

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CFP

CFP

Flashcard Maker: Justin Bensema

38 Cards –

7 Decks –

1 Learner

Sample Decks: Insurance, Investments, Tax Planning

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CFP

CFP

Flashcard Maker: Yohan Sivakumar

30 Cards –

1 Decks –

1 Learner

Sample Decks: All

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AFP 2

AFP 2

Flashcard Maker: Jasper Plate

222 Cards –

23 Decks –

16 Learners

Sample Decks: met betrekking tot bewustzijnsstoornissen, Over mond, keel en slokdarm, Over stoornissen in mond, keel, en maag

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CFP RT

CFP RT

Flashcard Maker: Riley T.

54 Cards –

1 Decks –

1 Learner

Sample Decks: All

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CFP - Insurance

CFP - Insurance

Flashcard Maker: Rachelle Walley

54 Cards –

2 Decks –

1 Learner

Sample Decks: Insurance, Investments

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CFP

CFP

Flashcard Maker: Bayli Fox

23 Cards –

4 Decks –

1 Learner

Sample Decks: Calculations, Ages, Numbers And Dates

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CFP Wrong Answers

CFP Wrong Answers

Flashcard Maker: Megan Bennett

31 Cards –

2 Decks –

1 Learner

Sample Decks: General Principals, Income Tax

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Beth's flashcards 2020 CFP

Beth's flashcards 2020 CFP

Flashcard Maker: Beth Lofgren

76 Cards –

1 Decks –

1 Learner

Sample Decks: Random Flashcards

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AFP 3

AFP 3

Flashcard Maker: Jasper Plate

207 Cards –

9 Decks –

22 Learners

Sample Decks: Met betrekking tot de lichaamstemperatuur:, Wat betreft het ademen, de gaswisseling en de luchtwegen:, Wat betreft de bouw en de werking van het hart:

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CFP Flashcards

CFP Flashcards

Flashcard Maker: Connie Tinoco

55 Cards –

6 Decks –

1 Learner

Sample Decks: Investment Planning, Cash Flow Management, Cards To Remember

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CFP

CFP

Flashcard Maker: Tony Van Gelder

23 Cards –

3 Decks –

1 Learner

Sample Decks: Insurance, Investments, Investments v2

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Cfp- Intro to planning

Cfp- Intro to planning

Flashcard Maker: Zach Hearne

48 Cards –

5 Decks –

1 Learner

Sample Decks: Week 1 ch. 1,8,9,10, Week 5, Week 3

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CFP

CFP

Flashcard Maker: Give me some nuggets

23 Cards –

1 Decks –

1 Learner

Sample Decks: Module 1

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CFP

CFP

Flashcard Maker: Theresa Curry

22 Cards –

1 Decks –

1 Learner

Sample Decks: CFP

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CFP

CFP

Flashcard Maker: Paul Day

34 Cards –

7 Decks –

1 Learner

Sample Decks: CFP INCOME TAX, CFP Investments, CFP Behavioral Finance

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CFP

CFP

Flashcard Maker: Johann Tampinco

24 Cards –

1 Decks –

1 Learner

Sample Decks: Review

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CFP noel

CFP noel

Flashcard Maker: Noel Strickling

31 Cards –

1 Decks –

1 Learner

Sample Decks: Fundamentals

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CFP Flashcards

CFP Flashcards

Flashcard Maker: Mike Primiani

31 Cards –

1 Decks –

1 Learner

Sample Decks: Miscellaneous Flashcards

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