Ace the CFP Exam
Tags: CFP, Financial Exams, Professional Certifications
Top CFP Flashcards Ranked by Quality
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CFP
CFP
Flashcard Maker: Jacob LaRue
5,159 Cards –65 Decks –961 LearnersSample Decks: Diagnostic Exam and Book 1, Book 2 Pages 1 - 101, Book 2 Pages 102 - EndShow Class -
CFP
CFP
Flashcard Maker: Megan Leonard
5,159 Cards –65 Decks –18 LearnersSample Decks: Diagnostic Exam and Book 1, Book 2 Pages 1 - 101, Book 2 Pages 102 - EndShow Class -
CFP
CFP
Flashcard Maker: ryan halvorson
1,030 Cards –51 Decks –224 LearnersSample Decks: Rules of Conduct, Code of Ethics, Financial Planning Practice StandardsShow Class -
CFP
CFP
Flashcard Maker: Adam Farid
1,011 Cards –27 Decks –8 LearnersSample Decks: Health Insurance, Long Term Care/Disability Coverage, Property And Liability InsuranceShow Class -
CFP Exam
CFP Exam
Flashcard Maker: Kelly Lynch
1,094 Cards –24 Decks –66 LearnersSample Decks: Ethics, RIAs, Business Cycles, Consumer ProtectionShow Class -
CFP - MJM Edits
CFP - MJM Edits
Flashcard Maker: Michael Mitchell
2,986 Cards –30 Decks –43 LearnersSample Decks: Diagnostic Exam and Book 1, Tax - Bryant Course, Invesetments - BryantShow Class -
CFP 3 Tax
CFP 3 Tax
Flashcard Maker: David Freiler
1,134 Cards –54 Decks –379 LearnersSample 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.Show Class -
My CFP Flashcards
My CFP Flashcards
Flashcard Maker: Carly Jeavons
1,052 Cards –21 Decks –26 LearnersSample Decks: Professional Conduct, General Principles, BIG RETIREMENT CONCEPTS (Every Day)Show Class -
CFP
CFP
Flashcard Maker: Jeremy W
445 Cards –19 Decks –34 LearnersSample Decks: Section 101 Unit 1-2, Section 101 Unit 3, Section 101 Unit 4Show Class -
CFP July 2022
CFP July 2022
Flashcard Maker: Lindsay Adams
1,253 Cards –24 Decks –29 LearnersSample Decks: Fundamentals Lesson 1, Fundamentals Lesson 2, Fundamentals Lesson 3Show Class -
CFP
CFP
Flashcard Maker: peter mayer
750 Cards –16 Decks –16 LearnersSample Decks: Estate Planning, Tax, InsuranceShow Class -
CFP - Autoestudo
CFP - Autoestudo
Flashcard Maker: Ricardo Vasques
1,791 Cards –12 Decks –17 LearnersSample Decks: Planejamento Sucessório, Planejamento Fiscal, Gestão de Ativos e Investimentos - IShow Class -
CFP CURRENT - Danko Flashcards
CFP CURRENT - Danko Flashcards
Flashcard Maker: Brett Danko
275 Cards –7 Decks –1,346 LearnersSample Decks: Behavioral Finance, General Principles, InsuranceShow Class -
CFP 2 Investing
CFP 2 Investing
Flashcard Maker: David Freiler
1,061 Cards –13 Decks –204 LearnersSample Decks: Investing 2.1 Security Markets & the Economic Environment, Investing 2.2 Investment Risk and Return, Investing 2.3 MPT and Behavioral FinanceShow Class -
CFP
CFP
Flashcard Maker: Nathan Weddle
767 Cards –13 Decks –59 LearnersSample Decks: General Principles, Retirement Planning, InsuranceShow Class -
CFP 3/17
CFP 3/17
Flashcard Maker: Kimberly Papik
772 Cards –48 Decks –30 LearnersSample Decks: Financial Planning Process, Insurance, Ethics and LawShow Class -
CFP
CFP
Flashcard Maker: Liz sylvan
1,334 Cards –8 Decks –51 LearnersSample Decks: Financial Planning General, Ethics and Standards, Insurance PlanningShow Class -
CFP Canada
CFP Canada
Flashcard Maker: Kemi Dada
788 Cards –26 Decks –12 LearnersSample Decks: Investments, CPP Basic Info, Behavioural FinanceShow Class -
CFP
CFP
Flashcard Maker: James Basiliere
177 Cards –7 Decks –13 LearnersSample Decks: General, Insurance, InvestmentsShow Class -
CFP
CFP
Flashcard Maker: NIcole Stotts
634 Cards –10 Decks –2 LearnersSample Decks: Tax, Investments, InsuranceShow Class -
CFP 4 Retirement & Benefits
CFP 4 Retirement & Benefits
Flashcard Maker: David Freiler
1,392 Cards –17 Decks –200 LearnersSample Decks: Retirement: 1-1 Retirement Needs Analysis, Retirement: 1-2 Retirement Planning Process, Retirement: 1-3,4 Retirement Planning CalculationsShow Class -
CFP EXAM 3
CFP EXAM 3
Flashcard Maker: Nicholas mercer
618 Cards –20 Decks –21 LearnersSample Decks: Chapter 1, Chapter 2, Chapter 3Show Class -
CFP - Finley
CFP - Finley
Flashcard Maker: Doug Finley
1,606 Cards –11 Decks –10 LearnersSample Decks: CFP - 2.1 Insurance, CFP - 2.2 Insurance, CFP - 2.3 InsuranceShow Class -
CFP Exame Junho 2020
CFP Exame Junho 2020
Flashcard Maker: Ricardo Vasques
1,599 Cards –17 Decks –26 LearnersSample Decks: Planejamento Sucessório 1, Planejamento financeiro: Finanças e Análise de Investimentos, Planejamento Sucessório 2Show Class -
CFP
CFP
Flashcard Maker: Matthew Moore
1,444 Cards –9 Decks –7 LearnersSample Decks: Professional Conduct and Regulation, General Principles of Financial Planning, Risk Management and Insurance PlanningShow Class -
CFP Nov 22
CFP Nov 22
Flashcard Maker: Amber Lynn
151 Cards –11 Decks –38 LearnersSample Decks: Behavioral Finance, Financial Planning Process/Ethics and Standards, Financial Statements & Cash FlowShow Class -
CFP EXAM 2
CFP EXAM 2
Flashcard Maker: Nicholas mercer
838 Cards –21 Decks –14 LearnersSample Decks: Chapter 1: Basic Concepts of Risk and Insurance, Chapter 2: Managing Risks., Chapter 3: Types of Insurers and Their Marketing SystemsShow Class -
@CFP
@CFP
Flashcard Maker: Brooke bodner
267 Cards –21 Decks –17 LearnersSample Decks: FUND CH1 Intro to FP, TAX CH6 Deductions, TAX CH7 Itemized DeductionsShow Class -
CFP EXAM - Giauque Flashcards
CFP EXAM - Giauque Flashcards
Flashcard Maker: Riley Giauque
1,178 Cards –21 Decks –3 LearnersSample Decks: Insurance (Chapter 1 &2), Health Insurance (Chapter 3), Life Insurance & Advanced Concepts (Chapter 4 & 5)Show Class -
CFP
CFP
Flashcard Maker: Nathan Blumenschein
615 Cards –19 Decks –1 LearnerSample Decks: Insurance: Chapter 1, Insurance: Chapter 2, Insurance: Chapter 3Show Class -
CFP
CFP
Flashcard Maker: Ray Massey
901 Cards –9 Decks –7 LearnersSample Decks: General Financial Planning Principles Sections 1-5, General Financial Planning Principles Sections 6, General Financial Planning Principles Sections 7 - 8Show Class -
HS321 CFP Income Taxation
HS321 CFP Income Taxation
Flashcard Maker: Bill Brancaccio
490 Cards –42 Decks –54 LearnersSample Decks: Chapter 1 T/F, Chapter 2 T/F, Chapter 2 ReviewShow Class -
2018 CFP
2018 CFP
Flashcard Maker: Ben Gurley
1,182 Cards –10 Decks –14 LearnersSample Decks: General Financial Planning Principles, Conduct and Regulations, High 5 - General Financial Planning, General ReviewShow Class -
CFP Fundamentals
CFP Fundamentals
Flashcard Maker: John Cochran
213 Cards –8 Decks –61 LearnersSample Decks: Chapter 1 Homework, Chapter 2 Homework, Chapter 3 HomeworkShow Class -
CFP Canada
CFP Canada
Flashcard Maker: C D
336 Cards –7 Decks –35 LearnersSample Decks: Fundamentals of Financial Planning, Investment Planning, Retirement PlanningShow Class -
CFP
CFP
Flashcard Maker: Molly McKenna
377 Cards –7 Decks –2 LearnersSample Decks: CFP tax sections, Risk Management and Insurance, Investment PlanningShow Class -
CFP Exam - BIF Exam Prep
CFP Exam - BIF Exam Prep
Flashcard Maker: Casey Morford
693 Cards –17 Decks –18 LearnersSample Decks: BU - CFP's Code of Ethics, BU - Formulas, BU - Standard of ConductShow Class -
CFP Exam 6
CFP Exam 6
Flashcard Maker: Nicholas mercer
514 Cards –25 Decks –4 LearnersSample Decks: Chapter 1- Overview, Chapter 2 - Ethics, Chapter 3 - OwnershipShow Class -
CFP® | FP511
CFP® | FP511
Flashcard Maker: A C
1,089 Cards –61 Decks –11 LearnersSample 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.Show Class -
CFP Extra
CFP Extra
Flashcard Maker: Christina Pucek
425 Cards –8 Decks –1 LearnerSample Decks: Code of Ethics and Standards, Insurance, InvestmentShow Class -
CFP Taxes
CFP Taxes
Flashcard Maker: John Cochran
377 Cards –15 Decks –7 LearnersSample Decks: Chapter 1, Chapter 2, Chapter 3Show Class -
CFP EXAM - SM - Danko
CFP EXAM - SM - Danko
Flashcard Maker: Stephanie Malewski
968 Cards –8 Decks –42 LearnersSample Decks: General Principles, Insurance, InvestmentShow Class -
CFP
CFP
Flashcard Maker: Josh Hill
951 Cards –6 Decks –5 LearnersSample Decks: Principles, Risk Management, InvestmentsShow Class -
CFP
CFP
Flashcard Maker: Tom Custance
258 Cards –7 Decks –21 LearnersSample Decks: General Principles, Misc Subjects, EstateShow Class -
CFP 1 Planning and Insurance
CFP 1 Planning and Insurance
Flashcard Maker: David Freiler
396 Cards –10 Decks –216 LearnersSample Decks: 1-1. Introduction to the Financial Planning Process, 1-2. Regulatory and Ethical Considerations, 1-4. Risk Management and the Insurance IndustryShow Class -
CFP
CFP
Flashcard Maker: Nikki Stiavnicky
352 Cards –7 Decks –7 LearnersSample Decks: Financial Math, Investment Planning, Retirement PlanningShow Class -
CFP EXAM FLASHCARDS
CFP EXAM FLASHCARDS
Flashcard Maker: John Z
360 Cards –7 Decks –4 LearnersSample Decks: General Principles, Insurance, InvestmentShow Class -
CFP
CFP
Flashcard Maker: Jennifer Bromberg
714 Cards –6 Decks –2 LearnersSample Decks: General Principles/Conduct/Psychology, Risk Management/ Insurance Planning, Investment planningShow Class -
CFP Canada
CFP Canada
Flashcard Maker: K P
99 Cards –5 Decks –10 LearnersSample Decks: 2021 Figures, Trusts, Tax Accounts & CalculationsShow Class -
CFP (Self Created)
CFP (Self Created)
Flashcard Maker: Andrew Busa
405 Cards –10 Decks –16 LearnersSample Decks: Retirement Planning, Taxes, InvestmentsShow Class -
CFP
CFP
Flashcard Maker: Robert Steinau
245 Cards –8 Decks –1 LearnerSample Decks: Lesson 2, Lesson 3, Lesson 4Show Class -
My CFP Flashcards
My CFP Flashcards
Flashcard Maker: Toria Baker
640 Cards –18 Decks –1 LearnerSample Decks: ethics, law, and code of ethics, registered investment advisors, elements of financial planning and behavioral considerationsShow Class -
CFP
CFP
Flashcard Maker: Nelson Greene
663 Cards –7 Decks –2 LearnersSample Decks: Fundamentals, Insurance, InvestmentsShow Class -
CFP Canada Exam Study 2021
CFP Canada Exam Study 2021
Flashcard Maker: B B
614 Cards –13 Decks –15 LearnersSample Decks: Fundamentals of Financial Planning, Standards of Practice, Retirement PlanningShow Class -
CFP - my flashcards
CFP - my flashcards
Flashcard Maker: Susan Roman
516 Cards –6 Decks –1 LearnerSample Decks: General Principles, Insurance, InvestmentsShow Class -
CCP-C/FP-C Certification Review
CCP-C/FP-C Certification Review
Flashcard Maker: Tom Latosek
277 Cards –15 Decks –132 LearnersSample Decks: Advanced Airway Principles, Ventilator Management, Critical Care CardiologyShow Class -
OJ CFP Cards
OJ CFP Cards
Flashcard Maker: Olivia Jung
268 Cards –20 Decks –3 LearnersSample Decks: Estate, Hot Questions, Fundamentals + Insurance (Review every day)Show Class -
CFP 6 - Estate Planning
CFP 6 - Estate Planning
Flashcard Maker: Mike Hcolluccm
237 Cards –10 Decks –22 LearnersSample 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 TrustsShow Class -
CFP Exam Review
CFP Exam Review
Flashcard Maker: Galen Rasche
253 Cards –7 Decks –9 LearnersSample Decks: Behavioral Finance Terminology, General Principles, Insurance PlanningShow Class -
CFP
CFP
Flashcard Maker: Brendan Barry
284 Cards –4 Decks –1 LearnerSample Decks: General Principals, Tax, RetirementShow Class -
CFP
CFP
Flashcard Maker: Nathan Driggs
37 Cards –3 Decks –1 LearnerSample Decks: Options, Insurance/Medicare, Tax And EstateShow Class -
CFP Card Decks from BIF
CFP Card Decks from BIF
Flashcard Maker: The Boston Institute of Finance (BIF)
142 Cards –3 Decks –129 LearnersSample Decks: Key Insurance Terms, Tax Forms & Schedules, Behavioral Finance BiasesShow Class -
CFP Review
CFP Review
Flashcard Maker: Cra Vol
228 Cards –6 Decks –9 LearnersSample Decks: Estate Planning, General Principles, Insurance PlanningShow Class -
CFP Review
CFP Review
Flashcard Maker: Justin Pagan
279 Cards –5 Decks –10 LearnersSample Decks: Retirement Planning, Estate Planning, Income taxShow Class -
CFP additional cards
CFP additional cards
Flashcard Maker: Robert Folkes
380 Cards –8 Decks –7 LearnersSample Decks: Fundamentals, Insurance, TaxShow Class -
CFP
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CFP Exam
CFP Exam
Flashcard Maker: Erin Little
829 Cards –6 Decks –1 LearnerSample Decks: Investments, Tax, RetirementShow Class -
CFP Memorize
CFP Memorize
Flashcard Maker: Mike Mattes
234 Cards –6 Decks –11 LearnersSample Decks: Estate, Income Tax, RetirementShow Class -
CFP
CFP
Flashcard Maker: Tyler Gliebe
156 Cards –12 Decks –1 LearnerSample Decks: BCC Case Prep, CPP/OAS Gov Plans, RRSP And Other Registered PlansShow Class -
My own CFP flashcards
My own CFP flashcards
Flashcard Maker: Amy Spalding
1,953 Cards –9 Decks –5 LearnersSample Decks: FP 511- General Fin Planning- module 8, FP 511-Gen FP- module 3 ratios, FP511Show Class -
CFP
CFP
Flashcard Maker: Chris Riley
224 Cards –6 Decks –6 LearnersSample Decks: General Principles, Insurance Planning, Investment PlanningShow Class -
CFP General Principles
CFP General Principles
Flashcard Maker: Omen Quelvog
233 Cards –8 Decks –2 LearnersSample Decks: Behavioral Finance, Cash Flow Management, Calculator BasicsShow Class -
CFP Review
CFP Review
Flashcard Maker: Farren Forcella
383 Cards –7 Decks –5 LearnersSample Decks: Fundamentals & Insurance, Investment Planning, Psychology of Financial PlanningShow Class -
CFP
CFP
Flashcard Maker: Jamie Lovin
518 Cards –7 Decks –1 LearnerSample Decks: Income Tax, General Financial Planning, RetirementShow Class -
KB CFP Exam Review Flashcards
KB CFP Exam Review Flashcards
Flashcard Maker: Kara Bulhon
1,014 Cards –9 Decks –10 LearnersSample Decks: General Financial Planning, Risk Management, Insurance and Employee Benefits, Investment PlanningShow Class -
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 LearnersSample Decks: General Financial Planning Principles (17%), Terms, ConceptsShow Class -
Victor's Personal CFP
Victor's Personal CFP
Flashcard Maker: Victor Colella
505 Cards –7 Decks –3 LearnersSample Decks: Standards and Insurance, General Principles, InvestmentsShow Class -
CFP 516
CFP 516
Flashcard Maker: Erin Little
195 Cards –8 Decks –3 LearnersSample Decks: Chapter 1: Estate Planning Process, Chapter 2: Federal Gift Tax, Chapter 3: Methods of Estate Transfer during LifeShow Class -
CFP Canada Oct 2022
CFP Canada Oct 2022
Flashcard Maker: Ryan Phillips
356 Cards –7 Decks –11 LearnersSample Decks: Financial Planning Practices & Ethics, Financial Management, Investment PlanningShow Class -
CFP 3 - Investment Planning
CFP 3 - Investment Planning
Flashcard Maker: Mike Hcolluccm
288 Cards –10 Decks –7 LearnersSample Decks: 103-1 Cash And Equivalents, 103-10 Asset Allocation, Portfolio Dev, Investment Strategies, 103-9 Stock Valuation ConceptsShow Class -
CFP Review
CFP Review
Flashcard Maker: Andrew Bae
262 Cards –7 Decks –1 LearnerSample Decks: Fundamental Financial Planning Practices, Estate Planning and Legal Aspects, Insurance and Risk ManagementShow Class -
CFP 4 - Tax Planning
CFP 4 - Tax Planning
Flashcard Maker: Mike Hcolluccm
218 Cards –10 Decks –9 LearnersSample Decks: 104-1 Income Tax Fundamentals: Inclusions and Exclusions from Income, 104-2 Income Tax: Deductions and Credits, 104-3 Charitable/Philanthrophic Contributions and DeductionsShow Class -
CFP Canada 2021
CFP Canada 2021
Flashcard Maker: Lisa S
140 Cards –7 Decks –12 LearnersSample Decks: *Retirement Planning, Tax planning, Estate PlanningShow Class -
CFP TL VERSION
CFP TL VERSION
Flashcard Maker: Tyson Lokke
263 Cards –6 Decks –1 LearnerSample Decks: Insurance Review, Retirement, Income TaxShow Class -
CFP 5 Estate
CFP 5 Estate
Flashcard Maker: David Freiler
59 Cards –2 Decks –45 LearnersSample Decks: 1. Property Ownership, Estate Planning Process and Goals, 2. The Federal Gift TaxShow Class -
Extra CFP Flashcards
Extra CFP Flashcards
Flashcard Maker: Thomas Bengtson
808 Cards –1 Decks –1 LearnerSample Decks: Missed TopicsShow Class -
CFP Exam 5
CFP Exam 5
Flashcard Maker: Nicholas mercer
428 Cards –12 Decks –4 LearnersSample Decks: Performance Questions, Pre Ch. 6, Chapter 6Show Class -
CCP-C/FP-C Exam Prep
CCP-C/FP-C Exam Prep
Flashcard Maker: Bryce Henderson
140 Cards –5 Decks –80 LearnersSample Decks: Obstetrical, Neonatal and Pediatric, RespiratoryShow Class -
CFP
CFP
Flashcard Maker: John Brimhall
431 Cards –3 Decks –4 LearnersSample Decks: CFP Deck 2, CFP Deck 1, CFP Deck 3Show Class -
CFP 502- Investment planning
CFP 502- Investment planning
Flashcard Maker: Rebeca Boroica
388 Cards –6 Decks –10 LearnersSample Decks: 502- 1 Security Markets and Economic Environment, 502- 2 Investment Risk and Return, 502-3 Modern Portfolio Theory and Behavioral FinanceShow Class -
CFP
CFP
Flashcard Maker: brad Wilson
231 Cards –5 Decks –3 LearnersSample Decks: Retirement, Tax Planning, Financial PlanningShow Class -
CFP
CFP
Flashcard Maker: samuel ramli
342 Cards –12 Decks –1 LearnerSample Decks: GSTT, Brain Dump, Fundamentals of Financial PlanningShow Class -
CFP: Investments
CFP: Investments
Flashcard Maker: frank graziano
169 Cards –16 Decks –6 LearnersSample Decks: Terms, Equations, 1. Securities Markets and Market MechanicsShow Class -
CFP Exam Kaplan
CFP Exam Kaplan
Flashcard Maker: Scott Feldmiller
201 Cards –2 Decks –27 LearnersSample Decks: Module 1 - Fundamentals, Module 2 - Risk Management, Insurance, and Employee BenefitsShow Class -
CFP
CFP
Flashcard Maker: Chris Gould
384 Cards –7 Decks –1 LearnerSample Decks: Formulas To Memorize, Insurance, General PrincipalsShow Class -
Austin CFP Flashcards
Austin CFP Flashcards
Flashcard Maker: Austin Daugherty
408 Cards –10 Decks –1 LearnerSample Decks: Acronyms and Charts to Remember, Formula's and Calculator Steps to Remember, Austin Insurance DeckShow Class -
CFP
CFP
Flashcard Maker: Brenda Ehrke
49 Cards –3 Decks –1 LearnerSample Decks: Behavioral Finance, Financial Planning Process, General PrinciplesShow Class -
INVESTMENT- CFP
INVESTMENT- CFP
Flashcard Maker: Joni Preston
70 Cards –1 Decks –2 LearnersSample Decks: InvestmentShow Class -
CFP Investments
CFP Investments
Flashcard Maker: John Cochran
106 Cards –6 Decks –16 LearnersSample Decks: Chapter 2: Securities Markets and Transactions, Chapter 1: Preparing to Invest, Chapter 3Show Class -
CFP Exam: March 2013
CFP Exam: March 2013
Flashcard Maker: Jon Sycamore
1,075 Cards –7 Decks –5 LearnersSample Decks: Fundamentals, Insurance, InvestmentsShow Class -
CFP
CFP
Flashcard Maker: Tracie Watts
119 Cards –4 Decks –1 LearnerSample Decks: 511 - Module 1, 511 - Module 2, 511 - Module 3Show Class -
CFP Exam
CFP Exam
Flashcard Maker: Charlotte Dagg
466 Cards –7 Decks –1 LearnerSample Decks: Income Tax, Retirement, General PrinciplesShow Class -
CFP Canada 2021
CFP Canada 2021
Flashcard Maker: Hamin Lim
93 Cards –7 Decks –5 LearnersSample Decks: Tax Planning, Retirement Planning, Estate PlanningShow Class -
CFP Roadmaps
CFP Roadmaps
Flashcard Maker: peter mayer
79 Cards –5 Decks –5 LearnersSample Decks: Estate Planning, Retirement, General PrinciplesShow Class -
CFP - Retirement Planning
CFP - Retirement Planning
Flashcard Maker: Courtney Kenning
243 Cards –8 Decks –4 LearnersSample Decks: Qualified Plans, Qualified Pension Plan, Profit Sharing PlansShow Class -
CFP 515
CFP 515
Flashcard Maker: Erin Little
171 Cards –8 Decks –2 LearnersSample Decks: Chapter 1: Qualified Plan Requirements and Regulatory Considerations, Chapter 2:, Chapter 3: Profit sharing & 401(k) plansShow Class -
CFP TAX
CFP TAX
Flashcard Maker: Bob Brown
336 Cards –5 Decks –4 LearnersSample Decks: Tax Fundamentals, Tax 2, Tax Manual ReviewShow Class -
Retirement- CFP
Retirement- CFP
Flashcard Maker: Joni Preston
63 Cards –1 Decks –2 LearnersSample Decks: RetirementShow Class -
CFP Exam
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me cfp
me cfp
Flashcard Maker: Kevin Pitkin
159 Cards –6 Decks –1 LearnerSample Decks: Retirement/Education and EE Benefits, Tax, EstateShow Class -
CFP (YM Prepared)
CFP (YM Prepared)
Flashcard Maker: Yilian Martinez
130 Cards –1 Decks –1 LearnerSample Decks: AllShow Class -
CFP EXAM
CFP EXAM
Flashcard Maker: Dennis Ragauskas
244 Cards –6 Decks –5 LearnersSample Decks: ECONOMICS, LIFE INSURANCE 1, FP1 LIFE INSURANCE 1Show Class -
CFP- Blake Flashcards
CFP- Blake Flashcards
Flashcard Maker: Blake Hummel
325 Cards –12 Decks –1 LearnerSample Decks: Friggen Trust, Social Security, General PrinciplesShow Class -
CFP
Show Class
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CFP Courses
CFP Courses
Flashcard Maker: Cayden McLaughlin
134 Cards –4 Decks –1 LearnerSample Decks: Introduction to Financial Planning, Risk Management & Insurance Planning, Investment PlanningShow Class -
CFP
CFP
Flashcard Maker: Linh Lee
232 Cards –6 Decks –1 LearnerSample Decks: TAX PLANNING, ESTATE PLANNING, INSURANCE PLANNINGShow Class -
CFP Formulas
Show Class
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CFP Review: CCR
CFP Review: CCR
Flashcard Maker: Coles Romaine
117 Cards –3 Decks –1 LearnerSample Decks: Overall Review, Investment Formulas to Memorize, EducationShow Class -
Random CFP
Random CFP
Flashcard Maker: Olivia Knecht
211 Cards –9 Decks –1 LearnerSample Decks: CFP GP, CFP Insurance, CFP InvestmentsShow Class -
Income Tax - CFP
Income Tax - CFP
Flashcard Maker: Joni Preston
60 Cards –1 Decks –2 LearnersSample Decks: Income TaxShow Class -
CFP Flashcards - July 2021 Exam
CFP Flashcards - July 2021 Exam
Flashcard Maker: Scott Neuberger
524 Cards –8 Decks –1 LearnerSample Decks: Professional Conduct & Regulation, Education Planning, Estate PlanningShow Class -
CFP - INVESTMENTS
CFP - INVESTMENTS
Flashcard Maker: Jerod Yee
226 Cards –8 Decks –1 LearnerSample Decks: Fundamental of Investments (L1), Portfolio Theory (L2), Measuring Return (L3)Show Class -
CFP - Julia's Custom
CFP - Julia's Custom
Flashcard Maker: Julia Duros
52 Cards –6 Decks –1 LearnerSample Decks: General Principles, Investments, EstateShow Class -
Beth CFP 2020 Final Deck
Beth CFP 2020 Final Deck
Flashcard Maker: Beth Lofgren
434 Cards –7 Decks –4 LearnersSample Decks: General Principles, Insurance, InvestmentShow Class -
CFP March 2022
Show Class
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CFP Code and Standards
CFP Code and Standards
Flashcard Maker: Garrett Duchesne
39 Cards –2 Decks –2 LearnersSample Decks: Code and Standards, Financial PlanningShow Class -
CFP: My Cards
CFP: My Cards
Flashcard Maker: Regina Neenan
514 Cards –7 Decks –1 LearnerSample Decks: Basics & Fundamentals, Insurance, InvestmentsShow Class -
CFP Re-do
CFP Re-do
Flashcard Maker: Andrew Busa
78 Cards –8 Decks –1 LearnerSample Decks: Process and Standards, Intro to Insurance, Financial StatementsShow Class -
CFP Roadmaps
CFP Roadmaps
Flashcard Maker: Dina Milne
124 Cards –11 Decks –3 LearnersSample Decks: Estate Roadmaps, Insurance, General Principles & Education RoadmapsShow Class -
cfp-1
cfp-1
Flashcard Maker: kelly mecca
175 Cards –6 Decks –2 LearnersSample Decks: estate, Insurance, General principalShow Class -
CFP EXTENDED
CFP EXTENDED
Flashcard Maker: Kelly Mcginley
74 Cards –3 Decks –13 LearnersSample Decks: INVESTMENTS, ESTATE PLANNING, RETIREMENTShow Class -
CFP - Corporate Financial Planning
CFP - Corporate Financial Planning
Flashcard Maker: Paul Kim
166 Cards –9 Decks –6 LearnersSample Decks: 02 - Buy and Sell, Share Buyback, 01 - Business Entities, 04 - Company owned PoliciesShow Class -
CFP Classes
CFP Classes
Flashcard Maker: Kirt Thorne
32 Cards –2 Decks –1 LearnerSample Decks: Module 2, Module 4Show Class -
Pete CFP
Pete CFP
Flashcard Maker: Pete Fry
209 Cards –2 Decks –4 LearnersSample Decks: Deck 1 Factoids, HARD DECK - loadsa CFP factsShow Class -
CFP 2022
CFP 2022
Flashcard Maker: Keyana R
106 Cards –5 Decks –4 LearnersSample Decks: Tax Planning, Estates, RetirementShow Class -
General Principles- CFP
General Principles- CFP
Flashcard Maker: Joni Preston
80 Cards –1 Decks –2 LearnersSample Decks: General PrinciplesShow Class -
Justin's CFP
Justin's CFP
Flashcard Maker: Justin Tockey
269 Cards –8 Decks –1 LearnerSample Decks: Professional Conduct and Fiduciary Responsibility, General Principles of Financial Planning, Insurance PlanningShow Class -
CFP Course 2 Flashcard Kaplan
CFP Course 2 Flashcard Kaplan
Flashcard Maker: Michael Byrns
344 Cards –5 Decks –3 LearnersSample Decks: Module 1, Module 2: Property and Casualty Insurance, Module 5Show Class -
CFP 501-Intro to financial planning
CFP 501-Intro to financial planning
Flashcard Maker: Rebeca Boroica
170 Cards –8 Decks –12 LearnersSample 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 ProceduresShow Class -
Insurance - CFP
Insurance - CFP
Flashcard Maker: Joni Preston
60 Cards –1 Decks –2 LearnersSample Decks: InsuranceShow Class -
CFP 1 - Fundamentals and Ethical Considerations
CFP 1 - Fundamentals and Ethical Considerations
Flashcard Maker: Travis Portwood
235 Cards –10 Decks –5 LearnersSample 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 CommunicationShow Class -
Cfp Cards
Cfp Cards
Flashcard Maker: Dorothy Qin
288 Cards –9 Decks –1 LearnerSample Decks: General Principals, Formula, Questions Answered WrongShow Class -
CFP Supplement
CFP Supplement
Flashcard Maker: Daniel Whitt
505 Cards –6 Decks –1 LearnerSample Decks: Fundamentals, Insurance, InvestmentsShow Class -
Cfp
Cfp
Flashcard Maker: Steven Hefter
74 Cards –3 Decks –1 LearnerSample Decks: WRONG ANSWERS, Formulas, EstateShow Class -
CFP Study
Show Class
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CFP Nadine
CFP Nadine
Flashcard Maker: Nadine Struthers
104 Cards –12 Decks –3 LearnersSample Decks: Taxes, Retirement Planning, Financial ManagementShow Class -
CFP Risk Mgmt, Insurance & Employee Benefits
CFP Risk Mgmt, Insurance & Employee Benefits
Flashcard Maker: Omen Quelvog
357 Cards –6 Decks –1 LearnerSample Decks: Principles of Insurance, Property and Casualty Insurance, Life Insurance and AnnuitiesShow Class -
CFP
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CFP Flashcards
CFP Flashcards
Flashcard Maker: Emily Hammond
317 Cards –9 Decks –1 LearnerSample Decks: General Principles, Economics/Markets, Behavioral FinanceShow Class -
Peter's CFP Cards
Peter's CFP Cards
Flashcard Maker: Peter Besel
200 Cards –5 Decks –1 LearnerSample Decks: Book 1, Psychology of FP, Book 2Show Class -
Carson CFP HS321
Carson CFP HS321
Flashcard Maker: Justin Carlson
83 Cards –9 Decks –4 LearnersSample Decks: Lesson 1 (Ch. 3), Lesson 4 (Ch. 6 & 7), Lesson 5 (Ch. 8 & 9)Show Class -
CFP Review TS
CFP Review TS
Flashcard Maker: Ted Scalise
129 Cards –8 Decks –1 LearnerSample Decks: Education Savings Vehicles, Education Funding: Financial Aid, Education Funding: Financial Aid (Slides)Show Class -
July 2020 CFP Exam (supplemental)
July 2020 CFP Exam (supplemental)
Flashcard Maker: Brian Cunningham
29 Cards –1 Decks –7 LearnersSample Decks: FlowchartsShow Class -
MAV CFP 7/2021
MAV CFP 7/2021
Flashcard Maker: Mark Ventura
37 Cards –2 Decks –1 LearnerSample Decks: General Principles, Income TaxShow Class -
CFP Study Prep_self
CFP Study Prep_self
Flashcard Maker: Alan Kneale
215 Cards –8 Decks –1 LearnerSample Decks: Tax Planning, Fundamentals, RiskShow Class -
Behavioral Finance- CFP
Behavioral Finance- CFP
Flashcard Maker: Joni Preston
45 Cards –1 Decks –2 LearnersSample Decks: Behavioral FinanceShow Class -
CFP
CFP
Flashcard Maker: Michael Crusco
192 Cards –5 Decks –1 LearnerSample Decks: GPP, Investment Planning, Retirement PlanningShow Class -
CFP Formula to Memorize
CFP Formula to Memorize
Flashcard Maker: Nick VN
20 Cards –1 Decks –5 LearnersSample Decks: Formulas to MemorizeShow Class -
CFP Course 1 (Kaplan Learning)4
CFP Course 1 (Kaplan Learning)4
Flashcard Maker: Jackie Menna
353 Cards –8 Decks –1 LearnerSample Decks: Personal Financial Planning, Behavioral Finance, Communication & Counseling Principles, Financial Statements, Cash Flow Management, & Financing StrategiesShow Class -
My CFP Prep
My CFP Prep
Flashcard Maker: Aubrey Williams
210 Cards –7 Decks –1 LearnerSample Decks: General Principles, Insurance, InvestmentsShow Class -
CFP - Ins.
CFP - Ins.
Flashcard Maker: Hailey Goldman
126 Cards –9 Decks –1 LearnerSample Decks: Lesson 2 - health ins., Lesson 3 - Life Ins., Lesson 4 - Life Ins. Advanced ConceptsShow Class -
CFP Pre-Study Flashcards
CFP Pre-Study Flashcards
Flashcard Maker: Riley Giauque
264 Cards –4 Decks –1 LearnerSample 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)Show Class -
Jenn's CFP Exam Prep
Jenn's CFP Exam Prep
Flashcard Maker: Jenn Steliga
242 Cards –9 Decks –1 LearnerSample Decks: Estate Planning, General Principles of Financial Planning, Investment PlanningShow Class -
CFP
CFP
Flashcard Maker: Dhalsim P
104 Cards –6 Decks –2 LearnersSample Decks: Future Month Codes, Comdty, Comdty and market codeShow Class -
CFP 1 - General Planning
CFP 1 - General Planning
Flashcard Maker: Mike Hcolluccm
184 Cards –10 Decks –3 LearnersSample Decks: 101-1 Personal Financial Planning Process, 101-2 Behavioral Finance, 101-3 Financial StatementsShow Class -
CFP Flashcards
CFP Flashcards
Flashcard Maker: Carter Hench
218 Cards –5 Decks –2 LearnersSample Decks: 1. Introduction to Financial Planning, 2. Insurance Planning & Risk Management, 3. Investment PlanningShow Class -
CFP 2
CFP 2
Flashcard Maker: Davitika Sharma
44 Cards –1 Decks –1 LearnerSample Decks: Toxicology and lead generationShow Class -
2012 CFP
2012 CFP
Flashcard Maker: John Butterfield
437 Cards –7 Decks –1 LearnerSample Decks: Retirement Plans, Group Benefits, InsuranceShow Class -
CFP
CFP
Flashcard Maker: Jennafer Johnson
29 Cards –2 Decks –1 LearnerSample Decks: Cfp Formulas, Extra CFP NotecardsShow Class -
CFP Review- Dalton Education
CFP Review- Dalton Education
Flashcard Maker: Emily Baker
29 Cards –6 Decks –15 LearnersSample Decks: Fundamentals of Financial Planning, Insurance Planning, InvestmentsShow Class -
CFP Calculator Problems
CFP Calculator Problems
Flashcard Maker: Chris Wilczewski
17 Cards –2 Decks –2 LearnersSample Decks: Conceptual Calculations, HP 10bII+ Calculator ProblemsShow Class -
CFP Exam | Wrong Ch. ?s
CFP Exam | Wrong Ch. ?s
Flashcard Maker: P C
250 Cards –32 Decks –1 LearnerSample Decks: Investment Planning | Lesson 6: Bond Valuation, Investment Planning | Lesson 5: Bonds, Investment Planning | Lesson 4: Stock Valuation & Ratio AnalysisShow Class -
Cfp
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CFP Exame Outubro 2020
CFP Exame Outubro 2020
Flashcard Maker: Ricardo Vasques
382 Cards –4 Decks –2 LearnersSample Decks: Planejamento de Aposentadoria_Resumo, Planejamento Financeiro_Resumo, Planejamento Sucessório_ResumoShow Class -
CFP
CFP
Flashcard Maker: Chris K
36 Cards –1 Decks –1 LearnerSample Decks: Intro To Financial PlanningShow Class -
CFP 5 - Retirement Savings and Income Planning
CFP 5 - Retirement Savings and Income Planning
Flashcard Maker: Mike Hcolluccm
164 Cards –10 Decks –6 LearnersSample Decks: 105-1 Qualified Plan Requirements & Regulatory Plan Considerations, 105-2 Defined Benefit & Other Pension Plans, 105-3 Profit-Sharing and Other Defined Contribution PlansShow Class -
CFP - Insurance
CFP - Insurance
Flashcard Maker: Courtney Kenning
505 Cards –2 Decks –1 LearnerSample Decks: Book 2 Pages 1 - 101, Insurance Pre-Study BooksShow Class -
CFP - FUNDAMENTALS
CFP - FUNDAMENTALS
Flashcard Maker: Jerod Yee
148 Cards –9 Decks –1 LearnerSample Decks: Ethics, Laws, Code of Ethics (L1), A. Duties Owed to the Client (Standard of Conduct), Registered Investment Advisors (L2)Show Class -
CFP Study
CFP Study
Flashcard Maker: Nicholas Hiebert
325 Cards –4 Decks –1 LearnerSample Decks: Retirement Planning, Estate Planning, CFP Review F.I.I. (Part I)Show Class -
CFP
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CfP 2
CfP 2
Flashcard Maker: Anish Khakhria
84 Cards –4 Decks –3 LearnersSample Decks: Toxicology & Lead Generation, Metals in Medicines, Metals in Medicines: Bioinorganics, Diagnostics and TherapeuticsShow Class -
Wiley CFP Flashcards
Wiley CFP Flashcards
Flashcard Maker: Steve Hunter
89 Cards –4 Decks –6 LearnersSample Decks: CoEPR and RoC, Practice Standards, Disciplinary Rules and ProceduresShow Class -
CFP CARDS
CFP CARDS
Flashcard Maker: Austin Whittington
210 Cards –5 Decks –1 LearnerSample Decks: Investment Planning, Fundamentals, Income Tax PlanningShow Class -
CFP Final
CFP Final
Flashcard Maker: Nicholas mercer
255 Cards –3 Decks –1 LearnerSample Decks: Questions, Hard????, Final Push StudyShow Class -
ELLIE CFP Flashcards
ELLIE CFP Flashcards
Flashcard Maker: ellie mcguire
149 Cards –6 Decks –1 LearnerSample Decks: Insurance 1- Principles of Risk & Insurance, Estate 2, Insurance 2- Policy, Company Selection/ Analysis & Evalution of Risk ExposuresShow Class -
CFP 2 - Risk, Insurance, Emp. Benefits
CFP 2 - Risk, Insurance, Emp. Benefits
Flashcard Maker: Mike Hcolluccm
238 Cards –11 Decks –1 LearnerSample Decks: 102-9 Nonqualified Deferred Compensation, 102-10 Biz Uses of LI and Other Emp Benefits, 102-8 Equity-Based CompensationShow Class -
CFP 2022 June
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CFP®
CFP®
Flashcard Maker: Unknown Unknown
136 Cards –3 Decks –1 LearnerSample Decks: Retirement Planning, Insurance Planning, Investment PlanningShow Class -
CFP Code and Standards
CFP Code and Standards
Flashcard Maker: Tom Anichini
19 Cards –3 Decks –1 LearnerSample Decks: Code of Ethics, Common FINRA Licenses, General Financial PlanningShow Class -
CFP - PAT
CFP - PAT
Flashcard Maker: Cecília Cavadas
36 Cards –2 Decks –1 LearnerSample Decks: REVISÃO PAT - CAP 1, REVISÃO PAT - CAP 3Show Class -
CFP Exam Practice Questions
CFP Exam Practice Questions
Flashcard Maker: Jess Perks
62 Cards –6 Decks –6 LearnersSample Decks: General Principles, Insurance, InvestmentsShow Class -
CFP
CFP
Flashcard Maker: Graham Reynolds
96 Cards –7 Decks –2 LearnersSample Decks: Professional Conduct & Regulation, Fundamentals & Insurance, InvestmentsShow Class -
Scott's CFP Flashcards
Scott's CFP Flashcards
Flashcard Maker: Scott Allen
101 Cards –1 Decks –1 LearnerSample Decks: All SubjectsShow Class -
Behavioral Finance - CFP 3/2022
Behavioral Finance - CFP 3/2022
Flashcard Maker: David Culp
27 Cards –1 Decks –2 LearnersSample Decks: Behavioral FinanceShow Class -
CFP Self Study
CFP Self Study
Flashcard Maker: Roland Fernandez
231 Cards –6 Decks –1 LearnerSample Decks: Fundamentals, Insurance, Investment PlanningShow Class -
CFP
CFP
Flashcard Maker: Laura Radcliff
165 Cards –6 Decks –1 LearnerSample Decks: Retirement, General Principles, InsuranceShow Class -
CFP - FAM
CFP - FAM
Flashcard Maker: Cecília Cavadas
27 Cards –3 Decks –1 LearnerSample Decks: REVISÃO FAM - CAP 1, REVISÃO FAM - CAP 2, REVISÃO FAM - CAP 3Show Class -
CFP - TAX
CFP - TAX
Flashcard Maker: Jerod Yee
125 Cards –5 Decks –1 LearnerSample Decks: Property Taxation (L1), Basic Income Tax (L2), Administrative (L3)Show Class -
CFP Test Prep
CFP Test Prep
Flashcard Maker: Jason Waugh
159 Cards –6 Decks –1 LearnerSample Decks: CFP General Principles, Retirement Planning, Tax PlanningShow Class -
CFP
CFP
Flashcard Maker: Sophie Brooks-Ames
93 Cards –7 Decks –1 LearnerSample Decks: Tax, Tune Up Notes, EstateShow Class -
Estates- CFP
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J’s CFP Review
J’s CFP Review
Flashcard Maker: Jeremy P
490 Cards –7 Decks –3 LearnersSample Decks: General Principles, Behavioral Finance, Tax PlanningShow Class -
CFP
CFP
Flashcard Maker: Dallin Griffin
192 Cards –5 Decks –1 LearnerSample Decks: Investments, General Principles of Financial Planning, Risk Management and Employee BenefitsShow Class -
CFP - INSURANCE
CFP - INSURANCE
Flashcard Maker: Jerod Yee
165 Cards –4 Decks –1 LearnerSample Decks: Principles of Insurance (L1), Life, Health and Disability (L2), Property and Liability Insurance (L3)Show Class -
CFP - not danko flashcards
CFP - not danko flashcards
Flashcard Maker: Austin Hilscher
165 Cards –7 Decks –1 LearnerSample Decks: Retirement Concepts, Investment Formulas (MUST MEMORIZE), Income Tax conceptsShow Class -
Kaplan - Missed Questions - CFP
Kaplan - Missed Questions - CFP
Flashcard Maker: Michael Mitchell
50 Cards –2 Decks –5 LearnersSample Decks: Missed Questions - 1st exam, Missed Questions - 2nd examShow Class -
CFP Exam 4
CFP Exam 4
Flashcard Maker: Nicholas mercer
204 Cards –11 Decks –1 LearnerSample Decks: Chapter 1, Chapter 2, Chapter 3Show Class -
CFP extras
CFP extras
Flashcard Maker: Johnny Rutledge
112 Cards –4 Decks –1 LearnerSample Decks: Fundamentals, Insurance, Social SecurityShow Class -
CFP(R) Exam Review
CFP(R) Exam Review
Flashcard Maker: Kyle Eagle
43 Cards –3 Decks –1 LearnerSample Decks: Ethics, Funamentals, Behavioral FinanceShow Class -
CFP - Retirement Planning
CFP - Retirement Planning
Flashcard Maker: Justin Mourning
16 Cards –1 Decks –4 LearnersSample Decks: Key TermsShow Class -
CFP
CFP
Flashcard Maker: Jahshonte Hollis
98 Cards –2 Decks –1 LearnerSample Decks: Investment Planning, Income Tax PlanningShow Class -
CFP
CFP
Flashcard Maker: Michelle Zimmerman
93 Cards –1 Decks –1 LearnerSample Decks: Financial Planning ProcessShow Class -
CFP INSURANCE
CFP INSURANCE
Flashcard Maker: Kirstin Chavez
16 Cards –1 Decks –3 LearnersSample Decks: LIFE, HEALTH, DISABILITYShow Class -
CFP
CFP
Flashcard Maker: Bhaskar Kaura
50 Cards –3 Decks –1 LearnerSample Decks: Fundamentals of financial Planning, Investment Planning, General RulesShow Class -
CFP by MW
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CFP ESPC (Delegado de Polícia)
CFP ESPC (Delegado de Polícia)
Flashcard Maker: Pedro Vieira
26 Cards –6 Decks –1 LearnerSample Decks: Investigação Criminal, Conhecimento Jurídico Criminal, Inquérito Policial e PPJ-EShow Class -
My Course 1 CFP Flashcard Kaplan
My Course 1 CFP Flashcard Kaplan
Flashcard Maker: Michael Byrns
122 Cards –6 Decks –2 LearnersSample Decks: Module 1, Module 2: Behavioral Finance, Communication and Counseling Principles, Module 3: Financial Statements, Cash Flow Management, and Financing StrategiesShow Class -
CFP Exam Missed Questions
CFP Exam Missed Questions
Flashcard Maker: jayce lowe
75 Cards –3 Decks –2 LearnersSample Decks: Insurance, Investments, RetirementShow Class -
CFP Missed Concepts
CFP Missed Concepts
Flashcard Maker: Ana Martinez
213 Cards –6 Decks –1 LearnerSample Decks: Ethics, Fundamentals, InsuranceShow Class -
JBG CFP Flashcards
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CFP
CFP
Flashcard Maker: Zachary Burd
129 Cards –8 Decks –1 LearnerSample Decks: Code of Ethics, Practice Standards, Insurance, Investment PlanningShow Class -
CFP Module 1
CFP Module 1
Flashcard Maker: Larry Capehart
31 Cards –1 Decks –4 LearnersSample Decks: The Financial Planning ProcessShow Class -
DANKO CFP FC REVIEW
DANKO CFP FC REVIEW
Flashcard Maker: Gregg Burmaster
185 Cards –7 Decks –1 LearnerSample Decks: General Principles, Insurance Planning, Investment PlanningShow Class -
Kinna CFP
Kinna CFP
Flashcard Maker: Leo O'Connor
54 Cards –5 Decks –3 LearnersSample Decks: 47 - Tax Reduction/Management Techniques, 12 - Economics Concepts, 38 - Bond and Stock Valuation ConceptsShow Class -
CFP EXAM - Flashcards
CFP EXAM - Flashcards
Flashcard Maker: Al Rich
242 Cards –6 Decks –1 LearnerSample Decks: General Principles, Insurance, InvestmentShow Class -
CFP - RETIREMENT
CFP - RETIREMENT
Flashcard Maker: Jerod Yee
52 Cards –3 Decks –1 LearnerSample Decks: Intro to Qualified Plans (L1), Pension Plans and Profit Sharing Plan (L2), Administration of Qualified Plans (L3)Show Class -
CFP Review
CFP Review
Flashcard Maker: Brian Leach
87 Cards –5 Decks –5 LearnersSample Decks: (old) Code of Ethics and Standards of Conduct, Fundamentals and Insurance cards not in Dalton Deck, Fundamentals Practice ExamShow Class -
CFP EXAM
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CFP - Fundamentals of Financial Planning
CFP - Fundamentals of Financial Planning
Flashcard Maker: Courtney Kenning
225 Cards –2 Decks –1 LearnerSample Decks: Quizzes - All Chapters (Dalton), Fundamentals - All NotesShow Class -
CFP Final Weeks
CFP Final Weeks
Flashcard Maker: Kimberly Papik
50 Cards –1 Decks –3 LearnersSample Decks: Final weeksShow Class -
Cfp
Cfp
Flashcard Maker: mary musky
87 Cards –5 Decks –1 LearnerSample Decks: Time Value, Ethics, InsuranceShow Class -
CFP March 2021
CFP March 2021
Flashcard Maker: christy walker
113 Cards –2 Decks –2 LearnersSample Decks: Fundamentals, InsuranceShow Class -
Additional CFP
Additional CFP
Flashcard Maker: Paula Rocha
120 Cards –2 Decks –1 LearnerSample Decks: All Topics, Estate PlanningShow Class -
CFP Study Anytime
CFP Study Anytime
Flashcard Maker: Justin Bensema
178 Cards –6 Decks –1 LearnerSample Decks: Danko Formula Memorization, Other Formula/Calc Memorization, Numbers/Rates MemorizationShow Class -
CFP - Personal Financial Planning - 01 - Estate Duty
CFP - Personal Financial Planning - 01 - Estate Duty
Flashcard Maker: Paul Kim
134 Cards –5 Decks –4 LearnersSample Decks: 01 - Estate Duty Act, 02 - Estate, 03 - EstateShow Class -
cfp
cfp
Flashcard Maker: Jing Zheng
74 Cards –4 Decks –1 LearnerSample Decks: Retirement, Investments, EducationShow Class -
CFP 2018
CFP 2018
Flashcard Maker: Bob Sikorski
22 Cards –3 Decks –2 LearnersSample Decks: The Eight Major Domains Of Financial Planning, Contextual Variables, Eight Principle Knowledge TopicsShow Class -
CFP
CFP
Flashcard Maker: April Schultz
78 Cards –7 Decks –1 LearnerSample Decks: Benchmarks, Entities, Property TaxationShow Class -
CFP
CFP
Flashcard Maker: Drea Pressley
31 Cards –2 Decks –1 LearnerSample Decks: Behavioral Finance, RetirementShow Class -
Other CFP
Other CFP
Flashcard Maker: Crystal Henning
19 Cards –1 Decks –2 LearnersSample Decks: Other StuffShow Class -
Financial Planning-CFP
Financial Planning-CFP
Flashcard Maker: Jody Carmack
168 Cards –1 Decks –2 LearnersSample Decks: Financial Planning & InsShow Class -
CFP
CFP
Flashcard Maker: Lisa Yang
25 Cards –3 Decks –1 LearnerSample Decks: Estate, Retirement, General PrinciplesShow Class -
CFP Exam 1
CFP Exam 1
Flashcard Maker: Nicholas mercer
156 Cards –1 Decks –2 LearnersSample Decks: Practice QuestionsShow Class -
Self Made CFP
Self Made CFP
Flashcard Maker: Parker Mueller
157 Cards –1 Decks –1 LearnerSample Decks: Self Made CFP CardsShow Class -
CCP-C / FP-C
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CFP
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보기
보기
Flashcard Maker: David Yi
227 Cards –10 Decks –1 LearnerSample Decks: Code of Ethics, Money laundering, EducationShow Class -
Cfp Self Made Cards
Cfp Self Made Cards
Flashcard Maker: laura browning
144 Cards –8 Decks –1 LearnerSample Decks: Fundamentals - Registered Investment Advisors, Lesson 3 - Economic Business Cycle, Consumer Protection, Lesson 5 - Financial Statements and AnalysisShow Class -
Aprils FC For Danko CFP
Aprils FC For Danko CFP
Flashcard Maker: April Pollard
33 Cards –1 Decks –3 LearnersSample Decks: I Will Know TheseShow Class -
CFP-NS
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CFP Module 8
CFP Module 8
Flashcard Maker: Larry Capehart
49 Cards –1 Decks –2 LearnersSample Decks: Health Care PlansShow Class -
Cfp - November
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CFP Board Exam
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CAP
CAP
Flashcard Maker: Philippe Echelard
492 Cards –45 Decks –8 LearnersSample Decks: CAP-Biopsie rénale, CAP-Résection rénale, CAP-Tumeur de Wilms (biopsie)Show Class -
CFP-Inc Tax Fund'ls
CFP-Inc Tax Fund'ls
Flashcard Maker: Thadeus Badger
57 Cards –1 Decks –1 LearnerSample Decks: Unit 1 - Inc Tax Fund'ls and Calc'nsShow Class -
CFP Exam Review Prep
CFP Exam Review Prep
Flashcard Maker: Alec Lowell
66 Cards –2 Decks –2 LearnersSample Decks: Book 1 - General Financial Planning Principles, Conduct, and Regulation, Book 2 - Risk Management, Insurance, and Employee Benefits PlanningShow Class -
CFP EXAM - ZZ Top
CFP EXAM - ZZ Top
Flashcard Maker: John Heacock
55 Cards –2 Decks –1 LearnerSample Decks: 1 - GP, 2 - INSURANCEShow Class -
CAPS 390
CAPS 390
Flashcard Maker: Samantha Tan
1,212 Cards –35 Decks –40 LearnersSample Decks: L5. Epithelium, L10. Bone, L6. Connective TissuesShow Class -
CFP | Kim's Deck - Nov 2022
CFP | Kim's Deck - Nov 2022
Flashcard Maker: Kimberly Carroll
34 Cards –3 Decks –2 LearnersSample Decks: Insurance, General Principles, Income TaxShow Class -
CFP Questions
CFP Questions
Flashcard Maker: Karina L
60 Cards –3 Decks –1 LearnerSample Decks: Intro To Financial Planning, Estate Planning, Retirement Planning & Employee BenefitsShow Class -
CFP
CFP
Flashcard Maker: Cee huynh
41 Cards –3 Decks –1 LearnerSample Decks: Retirement Planning, Investment Planning REGULATION (Low %), Investment Planning INVESTMENT PRODUCTSShow Class -
CFP
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CFP Question Bank
CFP Question Bank
Flashcard Maker: Lisa Yamilkoski
18 Cards –1 Decks –2 LearnersSample Decks: ReviewShow Class -
CFP Self-Study
CFP Self-Study
Flashcard Maker: Bill Cuthbertson
97 Cards –6 Decks –1 LearnerSample Decks: General Principles, Insurance, InvestmentsShow Class -
CFP
CFP
Flashcard Maker: Alan Brockhaus
34 Cards –3 Decks –1 LearnerSample Decks: Tax Planning, Fundamentals, Retirement PlanningShow Class -
CFP Review
CFP Review
Flashcard Maker: rory cannon
57 Cards –3 Decks –1 LearnerSample Decks: Fundamentals of Financial Planning - Dalton, Fundamentals Ch. 16 - Ethics and Standards of Conduct, Fundamentals Ch. 15 - Economics and the External EnvironmentShow Class -
CFP
CFP
Flashcard Maker: Greg Workman
44 Cards –1 Decks –1 LearnerSample Decks: CFP - Insurance Planning/Risk Management S1 - 1,2,3,6,8Show Class -
CFP Extension deck
CFP Extension deck
Flashcard Maker: Randy Hernandez
94 Cards –5 Decks –1 LearnerSample Decks: Fundamentals of Financial Planning, Code of Ethics, InsuranceShow Class -
CFP 2 - Insurance and employee benefit planning
CFP 2 - Insurance and employee benefit planning
Flashcard Maker: Travis Portwood
35 Cards –1 Decks –3 LearnersSample Decks: Principles of Insurance and Insurance Needs AnalysisShow Class -
CFP
CFP
Flashcard Maker: Greg Sykora
35 Cards –1 Decks –1 LearnerSample Decks: CFP - Personal Assets sectionShow Class -
CFP Board Learning Objectives
CFP Board Learning Objectives
Flashcard Maker: Scott Simpson
19 Cards –1 Decks –1 LearnerSample Decks: A. Professional Conduct & RegulationShow Class -
CFP Supplemental JB
CFP Supplemental JB
Flashcard Maker: Josh Britton
30 Cards –7 Decks –2 LearnersSample Decks: General principles, Estate, Incorrect Exam QuestionsShow Class -
CFP (Personal)
CFP (Personal)
Flashcard Maker: Austin Hilscher
40 Cards –3 Decks –1 LearnerSample Decks: General Principles Chapter 1 Cards, General Principles Chapter 2 Cards, General Principles Chapter 3 CardsShow Class -
CFP - FTR
CFP - FTR
Flashcard Maker: Cecília Cavadas
72 Cards –4 Decks –1 LearnerSample Decks: Infrações circulação e conduta, Equipamentos obrigatórios, Motonetas, motocicletas e ciclomotor.Show Class -
CFP 104
CFP 104
Flashcard Maker: Rich Horne
33 Cards –2 Decks –1 LearnerSample Decks: Unit 1 - exclusions/inclusions income, Unit 2 - Deductions and CreditsShow Class -
CFP INVESTMENTS
CFP INVESTMENTS
Flashcard Maker: Kirstin Chavez
47 Cards –6 Decks –1 LearnerSample Decks: FUNDAMENTALS, CLASS AUGUST 26, DERIVATIVES, OPTIONS, FUTURESShow Class -
CFP
CFP
Flashcard Maker: Michelle Russell
26 Cards –2 Decks –1 LearnerSample Decks: General Principles, Insurance PlanningShow Class -
CFP
CFP
Flashcard Maker: Liz Harden
46 Cards –2 Decks –1 LearnerSample Decks: Insurance, Insurance Ch. 2Show Class -
cfp
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CFP Module 6
CFP Module 6
Flashcard Maker: Larry Capehart
93 Cards –3 Decks –2 LearnersSample Decks: Introduction to Life Insurance and Annuities, Life Insurance Options, AnnuitiesShow Class -
CFP Exam 2021
CFP Exam 2021
Flashcard Maker: Rob Nabel
45 Cards –8 Decks –1 LearnerSample Decks: Course 1: General Financial Planning, Course 1: Education planning, Course 1: Professional conduct and regulationShow Class -
CFP Prep
CFP Prep
Flashcard Maker: Unknown Unknown
47 Cards –4 Decks –1 LearnerSample Decks: 1.2 Financial Planning Practice Standards, 1.1 Financial Planning Process, 1.3 TVMShow Class -
CFP
CFP
Flashcard Maker: Justin Bensema
38 Cards –7 Decks –1 LearnerSample Decks: Insurance, Investments, Tax PlanningShow Class -
CFP
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AFP 2
AFP 2
Flashcard Maker: Jasper Plate
222 Cards –23 Decks –16 LearnersSample Decks: met betrekking tot bewustzijnsstoornissen, Over mond, keel en slokdarm, Over stoornissen in mond, keel, en maagShow Class -
CFP RT
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CFP - Insurance
CFP - Insurance
Flashcard Maker: Rachelle Walley
54 Cards –2 Decks –1 LearnerSample Decks: Insurance, InvestmentsShow Class -
CFP
CFP
Flashcard Maker: Bayli Fox
23 Cards –4 Decks –1 LearnerSample Decks: Calculations, Ages, Numbers And DatesShow Class -
CFP Wrong Answers
CFP Wrong Answers
Flashcard Maker: Megan Bennett
31 Cards –2 Decks –1 LearnerSample Decks: General Principals, Income TaxShow Class -
Beth's flashcards 2020 CFP
Beth's flashcards 2020 CFP
Flashcard Maker: Beth Lofgren
76 Cards –1 Decks –1 LearnerSample Decks: Random FlashcardsShow Class -
AFP 3
AFP 3
Flashcard Maker: Jasper Plate
207 Cards –9 Decks –22 LearnersSample 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:Show Class -
CFP Flashcards
CFP Flashcards
Flashcard Maker: Connie Tinoco
55 Cards –6 Decks –1 LearnerSample Decks: Investment Planning, Cash Flow Management, Cards To RememberShow Class -
CFP
CFP
Flashcard Maker: Tony Van Gelder
23 Cards –3 Decks –1 LearnerSample Decks: Insurance, Investments, Investments v2Show Class -
Cfp- Intro to planning
Cfp- Intro to planning
Flashcard Maker: Zach Hearne
48 Cards –5 Decks –1 LearnerSample Decks: Week 1 ch. 1,8,9,10, Week 5, Week 3Show Class -
CFP
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CFP
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CFP
CFP
Flashcard Maker: Paul Day
34 Cards –7 Decks –1 LearnerSample Decks: CFP INCOME TAX, CFP Investments, CFP Behavioral FinanceShow Class -
CFP
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CFP noel
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CFP Flashcards
CFP Flashcards
Flashcard Maker: Mike Primiani
31 Cards –1 Decks –1 LearnerSample Decks: Miscellaneous FlashcardsShow Class
About CFP on Brainscape
What is the CFP?
Administered by the Certified Financial Planner Board of Standards (CFP Board), the Certified Financial Planner (CFP) designation is a professional certification mark for financial planners.
Candidates will need to pass an exam and meet rigorous experience, education, and ethics requirements. A designation is also subject to an annual certification fee, bi-annual completion of 30 hours education, and submission of an ethics statement.
Preparing for the CFP
Learning more about the exam is the best way to begin your CFP study preparations. The exam itself has 170 questions and lasts seven hours; the exam format includes multiple-choice questions and mini case studies designed to test the candidate’s knowledge of financial planning situations.
Consequently, becoming a CFP professional is an exclusive club, however, there are several career benefits. Check out these videos from people talking about the positive impact that gaining a CFP accreditation has had for them, at the official CFP website.
Studying for the CFP exam
The CFP exam is a serious undertaking that should not be taken lightly. Coupled with the coursework required, you may be looking at around 1000 hours studying, in total. Some candidates manage to find the time in between work in 18 months; some take five years to complete the coursework. With such a lengthy study task, then Brainscape can help you to drastically reduce your study time.
There are tens of thousands of flashcards prepared by other CFP students for you to use, on this page. The cards cover the main components in the CFP exam, including Insurance, Investment, Tax, Retirement, and Estate Planning. You can check out the whole range of financial and FINRA exams at the main page.
Learn Faster in Brainscape
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