Estate Planing Flashcards & Quizzes

Estate Planning

Estate Planning

Flashcard Maker: Leo O'Connor

428 Cards –

13 Decks –

44 Learners

Sample Decks: Chapter 1 - Introduction to Estate Planning, Chapter 2 - Basic Estate Planning Documents, Chapter 3 - Types of Property Interests

Show Class
CFP 6 - Estate Planning

CFP 6 - Estate Planning

Flashcard Maker: Mike Hcolluccm

237 Cards –

10 Decks –

19 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

Show Class
Estate Planning

Estate Planning

Flashcard Maker: Tom Anichini

316 Cards –

21 Decks –

1 Learner

Sample Decks: 11. Marital Deduction, 17 Generation Skipping Transfer Tax, 7. Gifting Strategies

Show Class
FP516 Estate Planning

FP516 Estate Planning

Flashcard Maker: Justin Rush

335 Cards –

8 Decks –

1 Learner

Sample Decks: Module 1, Module 2, Module 3

Show Class
Estate Planning

Estate Planning

Flashcard Maker: Tim Wiand

492 Cards –

4 Decks –

1 Learner

Sample Decks: Fundamentals of Estate Planning (Lesson 1), Gift and Estate Taxes (Lesson 2), Transfers Outright & In Trust (Lesson 3)

Show Class
Estate Planning

Estate Planning

Flashcard Maker: Christopher Marrone

205 Cards –

10 Decks –

1 Learner

Sample Decks: Characteristics and Consequences of Property Titling, Strategies to Transfer Property, Estate Planning Documents

Show Class
Estate Planning

Estate Planning

Flashcard Maker: alicia haigis

235 Cards –

10 Decks –

3 Learners

Sample Decks: Chapter 1: Intro to Estate Planning, Chapter 2: Basic Estate Planning Documents , Chapter 3: Types of Property Interests

Show Class
Estate Planning Exhibits

Estate Planning Exhibits

Flashcard Maker: Tom Anichini

94 Cards –

12 Decks –

1 Learner

Sample Decks: Key Property Interests, Passing through/around Probate, Gift Tax Formula

Show Class
Estate Planning

Estate Planning

Flashcard Maker: Andrew Busa

64 Cards –

7 Decks –

1 Learner

Sample Decks: Property Ownership & Estate Goals, Federal Gift Tax, Estate Transfers During Life

Show Class
Texas Board of Legal Specialization Estate Planning Study Cards

Texas Board of Legal Specialization Estate Planning Study Cards

Flashcard Maker: John Strohmeyer

280 Cards –

2 Decks –

5 Learners

Sample Decks: Test Studying Deck, TBLS more Studying

Show Class
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

Show Class
Estate Planning

Estate Planning

Flashcard Maker: Ruby Grewal

148 Cards –

5 Decks –

3 Learners

Sample Decks: Family Law (34 questions), Wills and Intestacy (34 questions), Trusts (36 questions)

Show Class
Estate Planning Homework and Review

Estate Planning Homework and Review

Flashcard Maker: John Cochran

55 Cards –

3 Decks –

4 Learners

Sample Decks: Chapter 2 Discussion Questions, Chapter 3 Discussion Questions, Chapter 4 Discussion Questions

Show Class
TEMA 14- Legislacion estatal y autonomicasobre incendios forestale. Plan de emergencia por incendios forestales de andalucia (plan infoca)

TEMA 14- Legislacion estatal y autonomicasobre incendios forestale. Plan de emergencia por incendios forestales de andalucia (plan infoca)

Flashcard Maker: Gloria Cecilia Pastrana Baptista

140 Cards –

3 Decks –

1 Learner

Sample Decks: Estructura operativa del plan INFOCA, Areas funcionales del plan INFOCA, Uso de fuego en las actividades agricolas y forestales. Prevencion de incendios forestales.

Show Class
Estate Planning

Estate Planning

Flashcard Maker: Elli Gotlieb

93 Cards –

14 Decks –

1 Learner

Sample Decks: EP | Chapter 3, EP | Chapter 4, EP | Chapter 2

Show Class
Estate Planning

Estate Planning

Flashcard Maker: Trevor Isaacs

16 Cards –

1 Decks –

1 Learner

Sample Decks: Estate Planning

Show Class
Estate Planning

Estate Planning

Flashcard Maker: Michael Zurek

296 Cards –

1 Decks –

3 Learners

Sample Decks: Estate Planning Flashcards2

Show Class
Estate Planning

Estate Planning

Flashcard Maker: Jamar Blackman

160 Cards –

1 Decks –

3 Learners

Sample Decks: Estate Planning

Show Class
Estate Planning

Estate Planning

Flashcard Maker: John Abel

210 Cards –

4 Decks –

1 Learner

Sample Decks: Fundamentals Of Estate Planning, Advanced Estatte Planning, Transfer Outright & In Trust

Show Class
Estate Planning

Estate Planning

Flashcard Maker: Benjamin Daniel

41 Cards –

2 Decks –

1 Learner

Sample Decks: Charitable Transfers (Lesson 6), Intra-family and other business transfer techniques / Qualified interest trusts (Lesson 8)

Show Class
Estate Planning

Estate Planning

Flashcard Maker: Courtney Kenning

175 Cards –

1 Decks –

1 Learner

Sample Decks: Estate Planning

Show Class
Estate Planning

Estate Planning

Flashcard Maker: Lucia YP WANG

57 Cards –

3 Decks –

1 Learner

Sample Decks: test, Difficult one, Will

Show Class
Estate Planning

Estate Planning

Flashcard Maker: Gowon Burns

33 Cards –

1 Decks –

1 Learner

Sample Decks: Trusts

Show Class
Diploma In IHT & Estate Planning

Diploma In IHT & Estate Planning

Flashcard Maker: Andy McRobbie

20 Cards –

3 Decks –

2 Learners

Sample Decks: IHT principles Study Guide, Business Relief, Discounted Gift Plan Study Guide

Show Class
Estate Planning

Estate Planning

Flashcard Maker: Zakayka H

76 Cards –

6 Decks –

1 Learner

Sample Decks: EP CHAP 1 , EP CHAP 2 , EP CHAP 3

Show Class
Dalton - Estate Planning

Dalton - Estate Planning

Flashcard Maker: Michael Byrns

110 Cards –

1 Decks –

1 Learner

Sample Decks: Review Questions

Show Class
Estate Planning

Estate Planning

Flashcard Maker: Jacob Poole

55 Cards –

6 Decks –

1 Learner

Sample Decks: Chapter 2 - Basic Rules for Property Transfer, CHAPTER 3 - ESTATE PLANNING DOCUMENTS, CHAPTER 4 - TRUST BASICS

Show Class
Estate Planning

Estate Planning

Flashcard Maker: Sam Gleaves

171 Cards –

1 Decks –

1 Learner

Sample Decks: Estate Planning

Show Class
Estates and Future Planning

Estates and Future Planning

Flashcard Maker: Shannel Wilson

17 Cards –

1 Decks –

1 Learner

Sample Decks: Vocabulary

Show Class
Personal Finance_ Estate Planning

Personal Finance_ Estate Planning

Flashcard Maker: Saafa Shahriar

50 Cards –

1 Decks –

1 Learner

Sample Decks: Estate Planning

Show Class
Estate Planning

Estate Planning

Flashcard Maker: Bob Brown

45 Cards –

1 Decks –

1 Learner

Sample Decks: Estate Planning

Show Class
Estate Planning Terms

Estate Planning Terms

Flashcard Maker: Tiffany Baines

38 Cards –

1 Decks –

1 Learner

Sample Decks: Estate Planning Terminology

Show Class
Estate Planning Practice

Estate Planning Practice

Flashcard Maker: Brandon Martin

21 Cards –

1 Decks –

1 Learner

Sample Decks: Wealth Counsel

Show Class
Estate Planning

Estate Planning

Flashcard Maker: Jessica Smith

29 Cards –

1 Decks –

1 Learner

Sample Decks: Ch 3

Show Class
personal finance estate planning

personal finance estate planning

Flashcard Maker: Alyvia Durrett

24 Cards –

1 Decks –

1 Learner

Sample Decks: estate planning

Show Class
Real Estate And Planning

Real Estate And Planning

Flashcard Maker: Freddie Mann

22 Cards –

1 Decks –

1 Learner

Sample Decks: Property Law

Show Class
Estate Planning

Estate Planning

Flashcard Maker: Erik Thurnher

47 Cards –

13 Decks –

1 Learner

Sample Decks: Trusts, Marriage, Certificates and Official Records

Show Class
Real Estate Development Planning

Real Estate Development Planning

Flashcard Maker: James Martin

44 Cards –

6 Decks –

1 Learner

Sample Decks: Lecture 1 - Session 1 , Lecture 1 - Session 2 , Lecture 2

Show Class
Estate Planning Personal Finance

Estate Planning Personal Finance

Flashcard Maker: Andre Vasquez

18 Cards –

1 Decks –

1 Learner

Sample Decks: Estate Planning Personal Finance 50

Show Class
Estate Planning

Estate Planning

Flashcard Maker: Simone Hildebrand

19 Cards –

1 Decks –

1 Learner

Sample Decks: 1 The Need for estate planning

Show Class
CFP

CFP

Flashcard Maker: Adam Farid

981 Cards –

27 Decks –

2 Learners

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

Show 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 –

98 Learners

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

Show Class
CLU

CLU

Flashcard Maker: Sue Z

515 Cards –

16 Decks –

13 Learners

Sample Decks: Ch 1 - Forecasting Estate Settlement Costs, Ch 2 - Life Insurance In Estate Planning, Ch 3 - Irrevocable Life Insurance Trusts

Show Class
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

Show Class
My CFP Flashcards

My CFP Flashcards

Flashcard Maker: Carly Jeavons

1,052 Cards –

21 Decks –

16 Learners

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

Show Class
CFP

CFP

Flashcard Maker: peter mayer

668 Cards –

14 Decks –

9 Learners

Sample Decks: Estate Planning, Tax, Insurance

Show Class
CFP

CFP

Flashcard Maker: Nathan Weddle

767 Cards –

13 Decks –

59 Learners

Sample Decks: General Principles, Retirement Planning, Insurance

Show Class
CFP Canada

CFP Canada

Flashcard Maker: C D

336 Cards –

7 Decks –

20 Learners

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

Show Class
Certified Financial Planner

Certified Financial Planner

Flashcard Maker: tony beth

797 Cards –

35 Decks –

15 Learners

Sample Decks: Law of Contracts, Agency, Professional Liability

Show Class
CFP Exam Review

CFP Exam Review

Flashcard Maker: Galen Rasche

253 Cards –

7 Decks –

7 Learners

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

Show Class
CFP

CFP

Flashcard Maker: Brendan Barry

533 Cards –

6 Decks –

1 Learner

Sample Decks: General Principals, Insurance, Investments

Show Class
MAALS Exam

MAALS Exam

Flashcard Maker: Zee Walji

249 Cards –

7 Decks –

7 Learners

Sample Decks: Trust Accounting , Contracts , Notarial Procedures

Show Class
CFP Canada Exam Study 2021

CFP Canada Exam Study 2021

Flashcard Maker: B B

614 Cards –

13 Decks –

11 Learners

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

Show Class
Wills, Trusts, Estates

Wills, Trusts, Estates

Flashcard Maker: Jean Can

175 Cards –

5 Decks –

168 Learners

Sample Decks: Intestacy, Wills I (Testamentary Capacity, Validity, Integration, Revocation), Trusts (Creation, Types, RAP, Modification and Termination, Trustees)

Show Class
CFP

CFP

Flashcard Maker: Molly McKenna

377 Cards –

7 Decks –

2 Learners

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

Show Class
Superfight 2

Superfight 2

Flashcard Maker: John Abel

563 Cards –

5 Decks –

1 Learner

Sample Decks: CFP 1: Insurance & Investments, Investments, Taxes, & Beyond, Estate Planning and Beyond

Show Class
CFP Exam - BIF Exam Prep

CFP Exam - BIF Exam Prep

Flashcard Maker: Casey Morford

452 Cards –

17 Decks –

5 Learners

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

Show Class
Real Estate FL

Real Estate FL

Flashcard Maker: Paloma Machado

458 Cards –

16 Decks –

2 Learners

Sample Decks: L1-L3: Overview of Real Estate, Qualification Requirements & Law, L19: Planing, Zoning & Environmental Hazards, L18: Taxes Affecting Real Estate

Show Class
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

Show Class
QAFP

QAFP

Flashcard Maker: Alyssa Ung

180 Cards –

8 Decks –

3 Learners

Sample Decks: Tax, Insurance, Registered Plans/Retirement

Show Class
FPQP Certification

FPQP Certification

Flashcard Maker: Andreana Harris

575 Cards –

10 Decks –

26 Learners

Sample Decks: Estate Planning Basics, Tax Implications of Financial Decisions, The Financial Planning Process

Show Class
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

Show Class
My own CFP flashcards

My own CFP flashcards

Flashcard Maker: Amy Spalding

1,899 Cards –

9 Decks –

1 Learner

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

Show Class
GTPR Flashcards

GTPR Flashcards

Flashcard Maker: Laurel Wageman

1,511 Cards –

11 Decks –

1 Learner

Sample Decks: Fundamentals & Insurance: Client Psychology, Fundamentals & Insurance: Benchmarks, Fundamentals & Insurance: Economics and Consumer Protection

Show Class
CFA Level 3

CFA Level 3

Flashcard Maker: Michael Hendershot

1,054 Cards –

28 Decks –

3 Learners

Sample Decks: Book 2, Fixed Income, Ethics

Show Class
CFP (Self Created)

CFP (Self Created)

Flashcard Maker: Andrew Busa

405 Cards –

10 Decks –

16 Learners

Sample Decks: Retirement Planning, Taxes, Investments

Show Class
CFP Review

CFP Review

Flashcard Maker: Cra Vol

228 Cards –

6 Decks –

9 Learners

Sample Decks: Estate Planning, General Principles, Insurance Planning

Show Class
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

Show Class
Contemporary Applications in Financial Planning

Contemporary Applications in Financial Planning

Flashcard Maker: Tommy Boye

363 Cards –

14 Decks –

7 Learners

Sample Decks: Ch1 - The Financial Planning Process COPY, Ch2 - Case Studies And Live Clients, Ch4 - Estate Planning & Federal Taxation

Show Class
Psychology of Financial Planning

Psychology of Financial Planning

Flashcard Maker: Vanguard CFP

475 Cards –

8 Decks –

1 Learner

Sample Decks: Psychology of Financial Planning, Tax Planning, Estate Planning

Show Class
Paralegal Exam Review

Paralegal Exam Review

Flashcard Maker: Melanie Patino

495 Cards –

9 Decks –

1 Learner

Sample Decks: The United States Legal System, Civil Litigation, Contracts

Show Class
CFP Review

CFP Review

Flashcard Maker: Justin Pagan

279 Cards –

5 Decks –

10 Learners

Sample Decks: Retirement Planning, Estate Planning, Income tax

Show Class
CFP TL VERSION

CFP TL VERSION

Flashcard Maker: Tyson Lokke

263 Cards –

6 Decks –

1 Learner

Sample Decks: Insurance Review, Retirement, Income Tax

Show Class
CFP Exam: March 2013

CFP Exam: March 2013

Flashcard Maker: Jon Sycamore

1,075 Cards –

7 Decks –

5 Learners

Sample Decks: Fundamentals, Insurance, Investments

Show Class
CFP Canada 2021

CFP Canada 2021

Flashcard Maker: Lisa S

140 Cards –

7 Decks –

12 Learners

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

Show Class
FPQP Certification

FPQP Certification

Flashcard Maker: Fabiano Chaves

575 Cards –

10 Decks –

4 Learners

Sample Decks: Estate Planning Basics, Tax Implications of Financial Decisions, The Financial Planning Process

Show Class
CFP Exam 6

CFP Exam 6

Flashcard Maker: Nicholas mercer

514 Cards –

25 Decks –

3 Learners

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

Show Class
Financial Planning - Paraplanner Course

Financial Planning - Paraplanner Course

Flashcard Maker: Stephanie Fagerstrom

799 Cards –

18 Decks –

29 Learners

Sample Decks: Module 1 - The Financial Planning Process, Module 2 - Business Ownership, Cash Management and the Use of Debt, Module 1 - Quiz

Show Class
CFP

CFP

Flashcard Maker: Nikki Stiavnicky

352 Cards –

7 Decks –

7 Learners

Sample Decks: Financial Math, Investment Planning, Retirement Planning

Show Class
FPQP

FPQP

Flashcard Maker: Angela Saleh

255 Cards –

12 Decks –

1 Learner

Sample Decks: Module 1 -- Financial Planning Process, Module 2 --, Module 3

Show Class
CFP Review

CFP Review

Flashcard Maker: Farren Forcella

383 Cards –

7 Decks –

5 Learners

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

Show Class
Legal & Regulatory Aspects of FP

Legal & Regulatory Aspects of FP

Flashcard Maker: Leo O'Connor

1,835 Cards –

26 Decks –

104 Learners

Sample Decks: Chapter 1 - Introduction to Law, Chapter 24 - Accountants' Liability, Chapter 2 - Business Ethics and Social Responsibility

Show Class
AFC Study Group

AFC Study Group

Flashcard Maker: Jackie Mayo

273 Cards –

16 Decks –

8 Learners

Sample Decks: AFC Module 1 The Counseling Environment, AFC Module 2 - Client Information, AFC Module 4 - Client Goals

Show Class
CFP: My Cards

CFP: My Cards

Flashcard Maker: Regina Neenan

514 Cards –

7 Decks –

1 Learner

Sample Decks: Basics & Fundamentals, Insurance, Investments

Show Class
Certified Financial Planning Exam Prep

Certified Financial Planning Exam Prep

Flashcard Maker: Samuel Friar

329 Cards –

9 Decks –

20 Learners

Sample Decks: Planning Fundamentals, Insurance Planning, Investment Planning

Show Class
CFP Roadmaps

CFP Roadmaps

Flashcard Maker: peter mayer

79 Cards –

5 Decks –

5 Learners

Sample Decks: Estate Planning, Retirement, General Principles

Show Class
CFP Canada 2021

CFP Canada 2021

Flashcard Maker: Hamin Lim

93 Cards –

7 Decks –

5 Learners

Sample Decks: Tax Planning, Retirement Planning, Estate Planning

Show Class
CFP

CFP

Flashcard Maker: Chris Riley

224 Cards –

6 Decks –

6 Learners

Sample Decks: General Principles, Insurance Planning, Investment Planning

Show Class
CFP EXTENDED

CFP EXTENDED

Flashcard Maker: Kelly Mcginley

74 Cards –

3 Decks –

13 Learners

Sample Decks: INVESTMENTS, ESTATE PLANNING, RETIREMENT

Show Class
Nick's Notes

Nick's Notes

Flashcard Maker: Nick Elston

62 Cards –

7 Decks –

1 Learner

Sample Decks: Super changes from 1 July 2022, General Superannuation, Tax

Show Class
CFP

CFP

Flashcard Maker: Jennifer Bromberg

360 Cards –

6 Decks –

2 Learners

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

Show Class
CFP 516

CFP 516

Flashcard Maker: Erin Little

195 Cards –

8 Decks –

2 Learners

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

Show Class
CFP 5 Estate

CFP 5 Estate

Flashcard Maker: David Freiler

59 Cards –

2 Decks –

22 Learners

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

Show Class
PLGL 101

PLGL 101

Flashcard Maker: Nicole E

257 Cards –

12 Decks –

1 Learner

Sample Decks: American Legal Heritage and Constitutional Law, The Paralegal Profession and The Paralegal Workplace, The Court System and Alternative Dispute Resolution

Show Class
AFP 1

AFP 1

Flashcard Maker: Sahal Majoo

199 Cards –

18 Decks –

1 Learner

Sample Decks: revision, AFP Chapter 2- Client Relationship and Practice Management, AFP Chapter 3- Asset and Liability Management

Show Class
FP 2

FP 2

Flashcard Maker: Sahal Majoo

110 Cards –

5 Decks –

1 Learner

Sample Decks: 4- Insurance Planning, ALL, 5- Retirement Planning

Show Class
Certified Financial Planner Exam 2021

Certified Financial Planner Exam 2021

Flashcard Maker: Kate Dore

134 Cards –

6 Decks –

1 Learner

Sample Decks: General Principles, Estate Planning, Retirement Planning

Show Class
CFP Canada

CFP Canada

Flashcard Maker: Kemi Dada

788 Cards –

26 Decks –

1 Learner

Sample Decks: Investments, CPP Basic Info, Behavioural Finance

Show Class
LTCI

LTCI

Flashcard Maker: Donna Bailey

423 Cards –

12 Decks –

1 Learner

Sample Decks: 1:Background, 2:Responsibilities for the provision of long term care, 3: Local authorities: charging and assessing financial resources

Show Class
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

Show Class
CRPC

CRPC

Flashcard Maker: Nicolas Stanley

301 Cards –

11 Decks –

52 Learners

Sample Decks: Maximizing the Client Experience During the Retirement Planning Process, Principles & Strategies When Investing for Retirement, Strategies for Maximizing Social Security Benefits

Show Class
CFA Level 3

CFA Level 3

Flashcard Maker: Katherine Quinn-Shea

1,216 Cards –

31 Decks –

340 Learners

Sample Decks: Reading 5 The Behavioral Finance Perspective, Reading 6 The Behavioral Biases of Individuals, Reading 9 Taxes and Private Wealth Management in a Global Context

Show Class
Kaplan Tier 1 Financial Planning

Kaplan Tier 1 Financial Planning

Flashcard Maker: Rhianne Conway

381 Cards –

10 Decks –

2 Learners

Sample Decks: Australia's financial system and economic environment, Broad view of financial advice, Working in financial planning

Show Class
Risk Test 2

Risk Test 2

Flashcard Maker: Leo O'Connor

250 Cards –

7 Decks –

8 Learners

Sample Decks: VAL, Annuities, Estate Planning

Show Class
HS 330

HS 330

Flashcard Maker: Jennifer Kast

200 Cards –

11 Decks –

1 Learner

Sample Decks: Lesson 1: Intro to Estate Planning & the Probate Process, Lesson 2: Basic Estate Planning Documents, Lesson 3: Types of Property Interests

Show Class
CFP

CFP

Flashcard Maker: brad Wilson

231 Cards –

5 Decks –

3 Learners

Sample Decks: Retirement, Tax Planning, Financial Planning

Show Class
WME

WME

Flashcard Maker: Mathieu Gouraud

364 Cards –

16 Decks –

2 Learners

Sample Decks: CH 5 - Residential Mortgages, CH 8 - Understanding Tax Returns, Ch 10 Retirement Savings Plans

Show Class
Lucy's CFA Level 3 Notes

Lucy's CFA Level 3 Notes

Flashcard Maker: Lucy L

1,217 Cards –

31 Decks –

99 Learners

Sample Decks: Reading 5 The Behavioral Finance Perspective, Reading 6 The Behavioral Biases of Individuals, Reading 9 Taxes and Private Wealth Management in a Global Context

Show Class
CFA LEVEL 3 2019

CFA LEVEL 3 2019

Flashcard Maker: Gareth Rafique

815 Cards –

26 Decks –

13 Learners

Sample Decks: R35 Execution of Portfolio Decisions, R26 Intro to Equity Portfolio Management, R27 Passive Equity Investing

Show Class
CFP

CFP

Flashcard Maker: Michael Crusco

192 Cards –

5 Decks –

1 Learner

Sample Decks: GPP, Investment Planning, Retirement Planning

Show Class
FSRE - DipFA

FSRE - DipFA

Flashcard Maker: Stu Whisson

126 Cards –

10 Decks –

22 Learners

Sample Decks: 1 - The Role & Structure of the Financial Markets, 2 - The Role of Government, 3 - Financial Services in the Wider Economy

Show Class
OJ CFP Cards

OJ CFP Cards

Flashcard Maker: Olivia Jung

268 Cards –

20 Decks –

1 Learner

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

Show Class
Financial Planning MAA255

Financial Planning MAA255

Flashcard Maker: Paul Formica

299 Cards –

9 Decks –

3 Learners

Sample Decks: Topic 1 : The fianncial planning process, Topic 2 : Financial Planning Skills, Topic 3 : Taxation Planning

Show Class
CFP

CFP

Flashcard Maker: Linh Lee

232 Cards –

6 Decks –

1 Learner

Sample Decks: TAX PLANNING, ESTATE PLANNING, INSURANCE PLANNING

Show Class
CFA Level 3

CFA Level 3

Flashcard Maker: Denis Zh., CFA FRM

1,178 Cards –

30 Decks –

40 Learners

Sample Decks: Reading 5 The Behavioral Finance Perspective, Reading 6 The Behavioral Biases of Individuals, Reading 9 Taxes and Private Wealth Management in a Global Context

Show Class
CRPC

CRPC

Flashcard Maker: Griffin Horne

288 Cards –

8 Decks –

6 Learners

Sample Decks: Module 2- Principles and Strategies When Investing for Retirement, Module 1 Chapter 1-3, Module 4 Bridging The Income Gap

Show Class
CFP Canada Oct 2022

CFP Canada Oct 2022

Flashcard Maker: Ryan Phillips

213 Cards –

7 Decks –

1 Learner

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

Show Class
CHFC 347

CHFC 347

Flashcard Maker: jayce lowe

116 Cards –

12 Decks –

2 Learners

Sample Decks: Lesson 1, Chapter 7 - Estate Planning for Special Needs, Chapter 8 - Estate Planning for Special Needs Families

Show Class
Retirement Planning

Retirement Planning

Flashcard Maker: Max Pashman

465 Cards –

2 Decks –

1 Learner

Sample Decks: Retirement Planning, Estate Planning

Show Class
CFP Nadine

CFP Nadine

Flashcard Maker: Nadine Struthers

104 Cards –

12 Decks –

3 Learners

Sample Decks: Taxes, Retirement Planning, Financial Management

Show Class
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

Show Class
CFP

CFP

Flashcard Maker: samuel ramli

342 Cards –

12 Decks –

1 Learner

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

Show Class
CFA Level 3

CFA Level 3

Flashcard Maker: justin williams

518 Cards –

32 Decks –

4 Learners

Sample Decks: Reading 7: The Behavioral Finance Perspective, Reading 8: The Behavioural Biases of Individuals, Reading 9: Behavioural Finance & Investment Process

Show Class
CRPC

CRPC

Flashcard Maker: LOIS LIM

331 Cards –

9 Decks –

6 Learners

Sample Decks: MODULE 9 FIDUCIARY, ETHICAL AND REGULATORY ISSUES FOR ADVISORS, MODULE 8 ACHIEVING TAX AND ESTATE PLANNING OBJECTIVES IN RETIREMENT, MODULE 7 DESIGNING OPTIMAL RETIREMENT INCOME STREAMS

Show Class
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

Show Class
CFP Exam | Wrong Ch. ?s

CFP Exam | Wrong Ch. ?s

Flashcard Maker: P C

184 Cards –

31 Decks –

1 Learner

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

Show Class
Client Talking Points

Client Talking Points

Flashcard Maker: Michael Mitchell

23 Cards –

2 Decks –

1 Learner

Sample Decks: Investment Talking Points, Estate Planning Talking Points

Show Class
PAC - Block III

PAC - Block III

Flashcard Maker: Josh Freely

98 Cards –

8 Decks –

5 Learners

Sample Decks: Unit 1 - Legal Assistance Program, Unit 4 - Legal Documents, Unit 5 - Notorial Acts

Show Class
2012 CFP

2012 CFP

Flashcard Maker: John Butterfield

437 Cards –

7 Decks –

1 Learner

Sample Decks: Retirement Plans, Group Benefits, Insurance

Show Class
RPA 4

RPA 4

Flashcard Maker: Kim Bowman

686 Cards –

12 Decks –

2 Learners

Sample Decks: Assignment 1 - Personal Wealth Mgmt, Assignment 2 - A Macro View, Assignment 3 - Investment Strategy

Show Class
2020-WME

2020-WME

Flashcard Maker: Cathleen Shipley

198 Cards –

13 Decks –

8 Learners

Sample Decks: Ch 1-4, Key NUMBERS and CALCULATIONS, ACRONYMS

Show Class
wills and trusts 2.0

wills and trusts 2.0

Flashcard Maker: Ashley Repp

76 Cards –

4 Decks –

2 Learners

Sample Decks: Freedom of Disposition , Intestate Estate Plan , Wills: Formalities and Forms

Show Class
CEPA

CEPA

Flashcard Maker: Jason Trefanenko

151 Cards –

18 Decks –

3 Learners

Sample Decks: Section 3: Exit Planning Reinvented, Section 4A: The need for exit planning, Section 4B: Overview of the exit planning process

Show Class
Additional CFP

Additional CFP

Flashcard Maker: Paula Rocha

120 Cards –

2 Decks –

1 Learner

Sample Decks: All Topics, Estate Planning

Show Class
FSRE - DIPFA

FSRE - DIPFA

Flashcard Maker: Ned Clonan

175 Cards –

20 Decks –

18 Learners

Sample Decks: Topic 1 The role and structure of financial markets, Topic 2 The role of government, Topic 3 Financial services in the wider economy

Show Class
CFA Level 3 - Private Wealth Management

CFA Level 3 - Private Wealth Management

Flashcard Maker: Daniel LaFlamme

27 Cards –

1 Decks –

2 Learners

Sample Decks: Estate Planning

Show Class
AF5

AF5

Flashcard Maker: Sarah Hope

57 Cards –

8 Decks –

1 Learner

Sample Decks: Ethical Investments, Estate Planning Considerations, Divorce

Show Class
AF5

AF5

Flashcard Maker: Nick Tock

76 Cards –

31 Decks –

12 Learners

Sample Decks: Risk, Review, Security Of David’s Cash

Show Class
Income Tax

Income Tax

Flashcard Maker: Nick Sapienza

112 Cards –

3 Decks –

1 Learner

Sample Decks: Income Tax, Retirement Planning, Estate Planning

Show Class
MAA255

MAA255

Flashcard Maker: Rosy Yin

118 Cards –

9 Decks –

1 Learner

Sample Decks: Week 1 - Financial Planning Process , Week 7 Social Security , Week 6 Lecture 7 Superannuation

Show Class
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

Show Class
Probate

Probate

Flashcard Maker: Amanda Huggins

74 Cards –

2 Decks –

2 Learners

Sample Decks: Chapter 1 - The Estate Plan and the Purpose and Need for a Will, Chapter 2 - The Concept of Property Related to Wills, Trusts, and Estate Admin

Show Class
CFP

CFP

Flashcard Maker: Zachary Burd

129 Cards –

8 Decks –

1 Learner

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

Show Class
Private Wealth Management

Private Wealth Management

Flashcard Maker: shaphalie bavani

80 Cards –

7 Decks –

2 Learners

Sample Decks: Managing Individual Investors Portfolio, Taxes and Private Wealth Management , Estate Planning in global context

Show Class
Private Wealth Management

Private Wealth Management

Flashcard Maker: Chani Unknown

35 Cards –

5 Decks –

1 Learner

Sample Decks: R28: Overview Of PWM, R29: Taxes And PWM, R31: Concentrated Single Asset Positions

Show Class
My Review

My Review

Flashcard Maker: Anonymous Student

67 Cards –

8 Decks –

1 Learner

Sample Decks: CLU - CFP Topics 53 - 73 Estate Planning: Real Property Ownership, CLU - CFP Topics 53 - 73 Estate Planning: Wills and Will Substitutes, CLU - CFP Topics 53 - 73 Estate Planning: Introduction Trusts

Show Class
CFP - Estate

CFP - Estate

Flashcard Maker: sergio mariaca

64 Cards –

1 Decks –

1 Learner

Sample Decks: Estate Planning

Show Class
Accredited Financial Counselor (AFC)

Accredited Financial Counselor (AFC)

Flashcard Maker: David L. Giles

53 Cards –

9 Decks –

2 Learners

Sample Decks: Unit 1: Set the Stage and Gather Client Information (10%), Unit 2: Assist the Client in Creating an Action Plan (12%), Unit 3: Develop Financial Statements, Ratios, and Spending Plans (10%)

Show Class
Thompson

Thompson

Flashcard Maker: Rodney Dean

49 Cards –

2 Decks –

1 Learner

Sample Decks: Planned Giving, Estate Planning

Show Class
Ethical and Professional Standards

Ethical and Professional Standards

Flashcard Maker: shaphalie bavani

74 Cards –

3 Decks –

1 Learner

Sample Decks: Ethics in Practice - Reading 3 , Asset Manager Code of Professional Conduct - Reading 6 , Estate Planning in global context

Show Class
CFP Review- Dalton Education

CFP Review- Dalton Education

Flashcard Maker: Emily Baker

29 Cards –

6 Decks –

1 Learner

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

Show Class
Personal FInance

Personal FInance

Flashcard Maker: devyn oman

42 Cards –

1 Decks –

1 Learner

Sample Decks: Estate Planning

Show Class
CFP Review

CFP Review

Flashcard Maker: Andrew Bae

28 Cards –

7 Decks –

1 Learner

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

Show Class
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

Show Class
2. CFFP Flash Cards

2. CFFP Flash Cards

Flashcard Maker: Daniel Cutter

42 Cards –

8 Decks –

1 Learner

Sample Decks: CFFP (7%) Professional Conduct & Regs, CFFP (12%) Income Tax Planning , CFFP (12%) Estate Planning

Show Class
CISI Advanced Financial Planning UK 2021/2

CISI Advanced Financial Planning UK 2021/2

Flashcard Maker: John Pulahi

21 Cards –

8 Decks –

1 Learner

Sample Decks: Learning Outcome 01- The Financial Planning Process, Learning Outcome 02 - Financial Planning Principles, Learning Outcome 03 - Financial Management

Show Class
SS4 - Private Wealth Management

SS4 - Private Wealth Management

Flashcard Maker: Lincoln Jiang

16 Cards –

3 Decks –

1 Learner

Sample Decks: Managing Ind. Portfolios / Taxes & PWM - R10/11, Estate Planning - R12, Low Basis Stock / Lifetime Fin. Advice - R13/14

Show Class
CRPC

CRPC

Flashcard Maker: Thomas Hurford

24 Cards –

11 Decks –

1 Learner

Sample Decks: Retirement Planning And Multiple Objectives, Sources Of Retirement Income And Legal Entities, Employer-sponsored Plans

Show Class
Real Estate State Test Questions

Real Estate State Test Questions

Flashcard Maker: Holly Wendel

297 Cards –

19 Decks –

2 Learners

Sample Decks: Unit 1 - 1 State - Real Estate Business, Unit 2 - 6 State - Law and Licenses Qualifications, Unit 3 - 2 State - Law and Commission Rules

Show Class
Geomatics

Geomatics

Flashcard Maker: Whitney Briggs

124 Cards –

12 Decks –

3 Learners

Sample Decks: Ch 1 Introduction , Topic 3 Theory Of Errors In Observations, Topic 4: Distance Measurement

Show Class
Personal Finance

Personal Finance

Flashcard Maker: Amanda Cameron

33 Cards –

16 Decks –

1 Learner

Sample Decks: Chapter 1, Chapter 2 - Money mgmt strategy: financial statements and budgeting, Chapter 3 - Planning your tax strategy

Show Class