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  • Certified Financial Planner Core Curriculum
    Certified Financial Planner Core Curriculum

    Certified Financial Planner Core Curriculum

    By: Mackenzie Stuart
    Government Benefits Plans - CPP, Chapter 6: Legal Fundamentals, Chapter 7: Basics of Taxation ...
    16
    Decks
    1,415
    Flashcards
    10
    Learners
  • Business Unit 3
    Business Unit 3

    Business Unit 3

    By: grace hapgood
    Role of money, Functions of money, Planning expenditure ...
    21
    Decks
    302
    Flashcards
    4
    Learners
  • CeMAP 2
    CeMAP 2

    CeMAP 2

    By: Joshua Jones
    1. Property & Mortgage Markets, 2. Types of Borrower, 3. Mortgage Regulation ...
    29
    Decks
    274
    Flashcards
    48
    Learners
  • CIPP/US 2.5.1
    CIPP/US 2.5.1

    CIPP/US 2.5.1

    By: Kathleen Kramer
    Basic Terms/Privacy Overview, Structure and Enforcement of US Law, Info Management in US ...
    14
    Decks
    341
    Flashcards
    6
    Learners
  • AFC Study
    AFC Study

    AFC Study

    By: Patrick Sutherlin
    1 The Counseling Environment, 2 Client Information, 3_4 Strategic Counseling Plan and Client Goals ...
    26
    Decks
    408
    Flashcards
    2
    Learners
  • Summer Assessments
    Summer Assessments

    Summer Assessments

    By: Rebeca Gomes Segesmundo
    Christopher Columbus, Business: Insurance, Science: The cell ...
    21
    Decks
    439
    Flashcards
    1
    Learner
  • global systems and governance
    global systems and governance

    global systems and governance

    By: megan hazard
    global commons - overview, antarctica - background, antarctica - threats ...
    26
    Decks
    418
    Flashcards
    101
    Learners
  • Financial Planning and Advice
    Financial Planning and Advice

    Financial Planning and Advice

    By: Guy Mitchell
    1 - Financial Planning - (17/80), 2 - Financial Protection - (24/80), 3 - Retirement Planning - (24/80) ...
    5
    Decks
    114
    Flashcards
    1
    Learner
  • R01 CS
    R01 CS

    R01 CS

    By: Charlotte Scott
    Protection & Insurance, Types Of Client & Business, Regulatory Advice Process ...
    15
    Decks
    219
    Flashcards
    3
    Learners
  • Consumers
    Consumers

    Consumers

    By: Wildlife Izie
    HIV/AIDS, Osteoporosis, Rickets ...
    47
    Decks
    590
    Flashcards
    6
    Learners
  • R01 - Financial Services, Regulation and Ethics
    R01 - Financial Services, Regulation and Ethics

    R01 - Financial Services, Regulation and Ethics

    By: Sam Cross
    Chapter 1A - Overview, Chapter 1B - UK Financial Services Structure, Chapter 1C - The Role and Structure of International Markets ...
    10
    Decks
    367
    Flashcards
    6
    Learners
  • Personal and Business Finance
    Personal and Business Finance

    Personal and Business Finance

    By: Jess Davies
    Key Terms, Financial Institutions, Methods of payment ...
    13
    Decks
    288
    Flashcards
    14
    Learners
  • BANKING & FINACIAL INSTITUTIONS
    BANKING & FINACIAL INSTITUTIONS

    BANKING & FINACIAL INSTITUTIONS

    By: JAZMINE NICHOLE CANLAS
    Module 1 - Overview about Banking & Financial Institutions, Module 2 - Bank Organization, Module 7 - Treasury and Money Market Operations ...
    6
    Decks
    114
    Flashcards
    1
    Learner
  • Business UNIT 3 Part B
    Business UNIT 3 Part B

    Business UNIT 3 Part B

    By: Sierra Productions
    Features of Financial Institutions, Communicating with Customers, Consumer Protection ...
    4
    Decks
    52
    Flashcards
    1
    Learner
  • CeMAP 2 and 3 my version
    CeMAP 2 and 3 my version

    CeMAP 2 and 3 my version

    By: steven carman
    Topic 2 - Types of Borrower, Topic 16- Financial Protection And Planning, Topic 9 -The Role Of A Mortgage Advisor ...
    27
    Decks
    481
    Flashcards
    201
    Learners
  • Master MEEF
    Master MEEF

    Master MEEF

    By: Chloe Duteil
    Auteur et école en sociologie, Introduction Sociologique, Economie ...
    21
    Decks
    677
    Flashcards
    4
    Learners
  • Fundamentals and Insurance
    Fundamentals and Insurance

    Fundamentals and Insurance

    By: Tim Wiand
    Ethics, Laws, and Code of Ethics (Lesson 1), Registered Investment Advisors (Lesson 2), Economic Business Cycle, Consumer Protection (Lesson 3) ...
    10
    Decks
    726
    Flashcards
    1
    Learner
  • My CFP Flashcards
    My CFP Flashcards

    My CFP Flashcards

    By: Toria Baker
    ethics, law, and code of ethics, registered investment advisors, elements of financial planning and behavioral considerations ...
    18
    Decks
    640
    Flashcards
    1
    Learner
  • Z- A+S (2022/2023 LLQP)
    Z- A+S (2022/2023 LLQP)

    Z- A+S (2022/2023 LLQP)

    By: LaToya Grant
    Ch.1: 1.1: Financial Protection By A+S-- Individuals, Ch.1: 1.2 : Financial Protection By A+S-- For Business, Ch.2- Sources Of Income Protection
    3
    Decks
    27
    Flashcards
    8
    Learners
  • 505 - Financial Planning Fundamentals- CHS
    505 - Financial Planning Fundamentals- CHS

    505 - Financial Planning Fundamentals- CHS

    By: Jen Mac
    Financial Services Industry Regulation, Financial Services, Consumer Protection
    3
    Decks
    60
    Flashcards
    1
    Learner
  • LF1
    LF1

    LF1

    By: Jessica Elliott
    The Financial Services Industry, The Customer, Financial Protection Products and their uses
    3
    Decks
    128
    Flashcards
    3
    Learners
  • IAD paper 3
    IAD paper 3

    IAD paper 3

    By: Ryan Murphy
    Chapter 1 - Financial Planning Fundimentals, Chapter 2 - Financial Protection, Chapter 3 - Retierment Planning ...
    5
    Decks
    155
    Flashcards
    1
    Learner
  • Chapter 3: Legislation and Consumer Protection
    Chapter 3: Legislation and Consumer Protection

    Chapter 3: Legislation and Consumer Protection

    By: andres pujazon
    Insurance Legislation, Main Provisions of the Financial Services Act 2013, Companies Act 1965 ...
    10
    Decks
    68
    Flashcards
    1
    Learner
  • R05
    R05

    R05

    By: Nick Shorey
    01. Market factors & trends in financial protection planning, 02. Financial protection needs, 04. Life assurance ...
    9
    Decks
    307
    Flashcards
    2
    Learners
  • Series 27
    Series 27

    Series 27

    By: Courtney Ritter
    Chapter 1 - Accounting Basics, Chapter 2 - BD Operations, Chapter 3 - Margin ...
    9
    Decks
    507
    Flashcards
    7
    Learners
  • ECO Y12
    ECO Y12

    ECO Y12

    By: James Makmur
    Topic 1, Topic 2 - Part 1: Australia's trade and financial flows, Topic 2 - Part 2: Exchange rates ...
    14
    Decks
    1,111
    Flashcards
    3
    Learners
  • AF7 - 2019/20
    AF7 - 2019/20

    AF7 - 2019/20

    By: Liam Duffy
    Pension Planning, Defined & Safeguarded Benefit Schemes, Transfer Process, Requirements and Timescales ...
    10
    Decks
    219
    Flashcards
    4
    Learners
  • A. Professional Conduct and Regulation
    A. Professional Conduct and Regulation

    A. Professional Conduct and Regulation

    By: Neil Knight
    CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct, CFP Board's Financial Planning Practice Standards, CFP Board's Disciplinary Rules and Procedures ...
    7
    Decks
    70
    Flashcards
    6
    Learners
  • Biotechnology in Practice
    Biotechnology in Practice

    Biotechnology in Practice

    By: Napin Karnchanachari
    L1 Introduction, L2 Biotech as a Business, L3 Technology Transfer ...
    25
    Decks
    536
    Flashcards
    13
    Learners
  • CIPP-US
    CIPP-US

    CIPP-US

    By: Monica Cai
    Structure of U.S. Law, Technological Aspects of Privacy, Enforcement of U.S. Privacy and Security Laws ...
    17
    Decks
    533
    Flashcards
    1
    Learner

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