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  • CFP
    CFP

    CFP

    By: Katy Pacheco
    Duties Owed to Clients, Financial Planning Process, Business Cycle ...
    8
    Decks
    93
    Flashcards
    1
    Learner
  • CFP Questions
    CFP Questions

    CFP Questions

    By: Karina L
    Intro To Financial Planning, Estate Planning, Retirement Planning & Employee Benefits
    3
    Decks
    60
    Flashcards
    1
    Learner
  • Paralegal Course
    Paralegal Course

    Paralegal Course

    By: Evelyn V
    Business, Estate Planning Terms, Trust Admin. and Probate
    3
    Decks
    110
    Flashcards
    1
    Learner
  • MAA255
    MAA255

    MAA255

    By: Rosy Yin
    Week 1 - Financial Planning Process, Week 7 Social Security, Week 6 Lecture 7 Superannuation ...
    9
    Decks
    118
    Flashcards
    1
    Learner
  • 2024 Numbers
    2024 Numbers

    2024 Numbers

    By: Gabriella Cicco
    Insurance Planning (2024), Investment Planning (2024), Income Tax Planning (2024) ...
    5
    Decks
    76
    Flashcards
    1
    Learner
  • Private Wealth Management
    Private Wealth Management

    Private Wealth Management

    By: Chani Unknown
    R28: Overview Of PWM, R29: Taxes And PWM, R31: Concentrated Single Asset Positions ...
    5
    Decks
    35
    Flashcards
    1
    Learner
  • AF5
    AF5

    AF5

    By: Nick Tock
    Risk, Review, Security Of David’s Cash ...
    31
    Decks
    76
    Flashcards
    11
    Learners
  • Private Wealth Management
    Private Wealth Management

    Private Wealth Management

    By: shaphalie bavani
    Managing Individual Investors Portfolio, Taxes and Private Wealth Management, Estate Planning in global context ...
    7
    Decks
    80
    Flashcards
    2
    Learners
  • Thompson
    Thompson

    Thompson

    By: Rodney Dean
    Planned Giving, Estate Planning
    2
    Decks
    49
    Flashcards
    1
    Learner
  • Taxation 4
    Taxation 4

    Taxation 4

    By: Justin Swanepoel
    Tax objectives, Rules of Gross Income, exemptions, Inclusions, deductions, VAT ...
    31
    Decks
    244
    Flashcards
    1
    Learner
  • CISI Advanced Financial Planning UK 2021/2
    CISI Advanced Financial Planning UK 2021/2

    CISI Advanced Financial Planning UK 2021/2

    By: John Pulahi
    Learning Outcome 01- The Financial Planning Process, Learning Outcome 02 - Financial Planning Principles, Learning Outcome 03 - Financial Management ...
    8
    Decks
    21
    Flashcards
    3
    Learners
  • CFP - July 2023 Exam
    CFP - July 2023 Exam

    CFP - July 2023 Exam

    By: Virajith Wijeweera
    Retirement Planning & Employee Benefits, Fundamentals & Insurance, Investment Planning ...
    4
    Decks
    69
    Flashcards
    1
    Learner
  • CFP - Estate
    CFP - Estate

    CFP - Estate

    By: sergio mariaca
    Estate Planning
    1
    Decks
    64
    Flashcards
    1
    Learner
  • Ethical and Professional Standards
    Ethical and Professional Standards

    Ethical and Professional Standards

    By: shaphalie bavani
    Ethics in Practice - Reading 3, Asset Manager Code of Professional Conduct - Reading 6, Estate Planning in global context
    3
    Decks
    74
    Flashcards
    1
    Learner
  • CFP
    CFP

    CFP

    By: Joseph Nole
    General Principals, Insurance, Investments ...
    6
    Decks
    35
    Flashcards
    1
    Learner
  • Personal FInance
    Personal FInance

    Personal FInance

    By: devyn oman
    Estate Planning
    1
    Decks
    42
    Flashcards
    1
    Learner
  • Foundational Wealth Partners
    Foundational Wealth Partners

    Foundational Wealth Partners

    By: Jon DiProfio
    Pillar 1: Debt Elimination, Pillar 2: Estate Planning, Pillar 3: Guarnteed Retirement ...
    5
    Decks
    48
    Flashcards
    1
    Learner
  • Estate
    Estate

    Estate

    By: Nour AlHafar
    Property Titiling, Trust, SCIN Vs Private Annuity ...
    8
    Decks
    21
    Flashcards
    1
    Learner
  • CFP Exam 2021
    CFP Exam 2021

    CFP Exam 2021

    By: Rob Nabel
    Course 1: General Financial Planning, Course 1: Education planning, Course 1: Professional conduct and regulation ...
    8
    Decks
    45
    Flashcards
    1
    Learner
  • AFC Study Guide
    AFC Study Guide

    AFC Study Guide

    By: Nikole Dangerfield-Hastings
    Module 1.0: The Counseling Environment, Module 2.0: Client Information, Module 3.0: Strategic Counseling Plan ...
    39
    Decks
    56
    Flashcards
    2
    Learners
  • AFCPE - Section 1
    AFCPE - Section 1

    AFCPE - Section 1

    By: Kayla Jachimowski
    M1: The Counseling Environment, M2: Client Information, M3: Strategic Counseling Plan ...
    30
    Decks
    87
    Flashcards
    1
    Learner
  • SS4 - Private Wealth Management
    SS4 - Private Wealth Management

    SS4 - Private Wealth Management

    By: Lincoln Jiang
    Managing Ind. Portfolios / Taxes & PWM - R10/11, Estate Planning - R12, Low Basis Stock / Lifetime Fin. Advice - R13/14
    3
    Decks
    16
    Flashcards
    1
    Learner
  • CRPC
    CRPC

    CRPC

    By: Thomas Hurford
    Retirement Planning And Multiple Objectives, Sources Of Retirement Income And Legal Entities, Employer-sponsored Plans ...
    11
    Decks
    24
    Flashcards
    1
    Learner
  • Series 65
    Series 65

    Series 65

    By: David Giles
    Domain 1: Economic Factors & Business Information (15%), 1.A Basic Economic Concepts, 1.B Financial Reporting ...
    39
    Decks
    53
    Flashcards
    2
    Learners
  • CFP Exam 3/24
    CFP Exam 3/24

    CFP Exam 3/24

    By: VANESSA Lowe
    Behavioral Finance VLL, GPs-Financial Industry & Regs, Home Ownership Tax Deductions ...
    8
    Decks
    22
    Flashcards
    1
    Learner
  • Personal Finance
    Personal Finance

    Personal Finance

    By: Amanda Cameron
    Chapter 1, Chapter 2 - Money mgmt strategy: financial statements and budgeting, Chapter 3 - Planning your tax strategy ...
    16
    Decks
    33
    Flashcards
    1
    Learner

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