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  • AFP 1
    AFP 1

    AFP 1

    By: Sahal Majoo
    revision, AFP Chapter 2- Client Relationship and Practice Management, AFP Chapter 3- Asset and Liability Management
    18
    Decks
    199
    Flashcards
    1
    Learner
  • BIF Exam
    BIF Exam

    BIF Exam

    By: Kevin Kelley
    BIF Exam Missed questions, Tax Questions Missed, Estate Planning Missed Questions
    3
    Decks
    64
    Flashcards
    1
    Learner
  • WME
    WME

    WME

    By: Mathieu Gouraud
    CH 5 - Residential Mortgages, CH 8 - Understanding Tax Returns, Ch 10 Retirement Savings Plans
    16
    Decks
    364
    Flashcards
    14
    Learners
  • Jenn's CFP Exam Prep
    Jenn's CFP Exam Prep

    Jenn's CFP Exam Prep

    By: Jenn Steliga
    Estate Planning, General Principles of Financial Planning, Investment Planning
    9
    Decks
    242
    Flashcards
    1
    Learner
  • Retirement Planning
    Retirement Planning

    Retirement Planning

    By: Max Pashman
    Retirement Planning, Estate Planning
    2
    Decks
    465
    Flashcards
    1
    Learner
  • Kaplan Tier 1 Financial Planning
    Kaplan Tier 1 Financial Planning

    Kaplan Tier 1 Financial Planning

    By: Rhianne Conway
    Australia's financial system and economic environment, Broad view of financial advice, Working in financial planning
    10
    Decks
    381
    Flashcards
    2
    Learners
  • CFP Study
    CFP Study

    CFP Study

    By: Nicholas Hiebert
    Retirement Planning, Estate Planning, CFP Review F.I.I. (Part I)
    4
    Decks
    634
    Flashcards
    1
    Learner
  • OJ CFP Cards
    OJ CFP Cards

    OJ CFP Cards

    By: Olivia Jung
    Estate, Hot Questions, Fundamentals + Insurance (Review every day)
    20
    Decks
    268
    Flashcards
    4
    Learners
  • Estate
    Estate

    Estate

    By: Madison M
    Methods of Property Transfer at Death, Characterisitics and Consequenses of Property Titling and Estate Planning Documents, Estate Tax Compliance and Tax Calculations, Sources for Estate Liquidity and Power of Appointment, Gifting Strategies, Gift Tax Compliance and Gift Tax Calculation
    10
    Decks
    224
    Flashcards
    1
    Learner
  • CFA Level 3
    CFA Level 3

    CFA Level 3

    By: Katherine Quinn-Shea
    Reading 5 The Behavioral Finance Perspective, Reading 6 The Behavioral Biases of Individuals, Reading 9 Taxes and Private Wealth Management in a Global Context
    31
    Decks
    1,216
    Flashcards
    379
    Learners
  • Financial Planning MAA255
    Financial Planning MAA255

    Financial Planning MAA255

    By: Paul Formica
    Topic 1 : The fianncial planning process, Topic 2 : Financial Planning Skills, Topic 3 : Taxation Planning
    9
    Decks
    299
    Flashcards
    3
    Learners
  • CFP Nadine
    CFP Nadine

    CFP Nadine

    By: Nadine Struthers
    Taxes, Retirement Planning, Financial Management
    12
    Decks
    104
    Flashcards
    3
    Learners
  • CFA Level 3
    CFA Level 3

    CFA Level 3

    By: Denis Zh., CFA FRM
    Reading 5 The Behavioral Finance Perspective, Reading 6 The Behavioral Biases of Individuals, Reading 9 Taxes and Private Wealth Management in a Global Context
    30
    Decks
    1,178
    Flashcards
    46
    Learners
  • CFP EXAM TIPS
    CFP EXAM TIPS

    CFP EXAM TIPS

    By: Adrian Antonio
    Fundamentals & Insurance, Insurance, Investment Planning
    6
    Decks
    217
    Flashcards
    1
    Learner
  • CFP
    CFP

    CFP

    By: Michael Crusco
    GPP, Investment Planning, Retirement Planning
    5
    Decks
    192
    Flashcards
    1
    Learner
  • CFP
    CFP

    CFP

    By: samuel ramli
    GSTT, Brain Dump, Fundamentals of Financial Planning
    12
    Decks
    342
    Flashcards
    1
    Learner
  • Lucy's CFA Level 3 Notes
    Lucy's CFA Level 3 Notes

    Lucy's CFA Level 3 Notes

    By: Lucy L
    Reading 5 The Behavioral Finance Perspective, Reading 6 The Behavioral Biases of Individuals, Reading 9 Taxes and Private Wealth Management in a Global Context
    31
    Decks
    1,217
    Flashcards
    107
    Learners
  • CRPC
    CRPC

    CRPC

    By: Griffin Horne
    Module 2- Principles and Strategies When Investing for Retirement, Module 1 Chapter 1-3, Module 4 Bridging The Income Gap
    8
    Decks
    288
    Flashcards
    7
    Learners
  • CFA LEVEL 3 2019
    CFA LEVEL 3 2019

    CFA LEVEL 3 2019

    By: Gareth Rafique
    R35 Execution of Portfolio Decisions, R26 Intro to Equity Portfolio Management, R27 Passive Equity Investing
    26
    Decks
    815
    Flashcards
    13
    Learners
  • CFP Test Prep
    CFP Test Prep

    CFP Test Prep

    By: Jason Waugh
    CFP General Principles, Retirement Planning, Tax Planning
    6
    Decks
    159
    Flashcards
    1
    Learner
  • Austin CFP Flashcards
    Austin CFP Flashcards

    Austin CFP Flashcards

    By: Austin Daugherty
    Acronyms and Charts to Remember, Formula's and Calculator Steps to Remember, Austin Insurance Deck
    10
    Decks
    408
    Flashcards
    1
    Learner
  • Justin's CFP
    Justin's CFP

    Justin's CFP

    By: Justin Tockey
    Professional Conduct and Fiduciary Responsibility, General Principles of Financial Planning, Insurance Planning
    8
    Decks
    269
    Flashcards
    1
    Learner
  • CRPC
    CRPC

    CRPC

    By: LOIS LIM
    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
    9
    Decks
    331
    Flashcards
    15
    Learners
  • CFP Review
    CFP Review

    CFP Review

    By: Brian Leach
    (old) Code of Ethics and Standards of Conduct, Fundamentals and Insurance cards not in Dalton Deck, Fundamentals Practice Exam
    5
    Decks
    87
    Flashcards
    5
    Learners
  • CFP TL VERSION
    CFP TL VERSION

    CFP TL VERSION

    By: Tyson Lokke
    Insurance Review, Retirement, Income Tax
    6
    Decks
    263
    Flashcards
    1
    Learner
  • WME
    WME

    WME

    By: Chris Farnham
    6 - Family Law, 7 - Personal Risk Management, 8 -understanding Tax Returns
    11
    Decks
    414
    Flashcards
    2
    Learners
  • RPA 4
    RPA 4

    RPA 4

    By: Kim Bowman
    Assignment 1 - Personal Wealth Mgmt, Assignment 2 - A Macro View, Assignment 3 - Investment Strategy
    12
    Decks
    686
    Flashcards
    2
    Learners
  • PAC - Block III
    PAC - Block III

    PAC - Block III

    By: Josh Freely
    Unit 1 - Legal Assistance Program, Unit 4 - Legal Documents, Unit 5 - Notorial Acts
    8
    Decks
    98
    Flashcards
    5
    Learners
  • wills and trusts 2.0
    wills and trusts 2.0

    wills and trusts 2.0

    By: Ashley Repp
    Freedom of Disposition, Intestate Estate Plan, Wills: Formalities and Forms
    4
    Decks
    76
    Flashcards
    2
    Learners
  • CFP
    CFP

    CFP

    By: Laura Radcliff
    Retirement, General Principles, Insurance
    6
    Decks
    187
    Flashcards
    1
    Learner

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