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CFP® | FP511
CFP® | FP511
By: A C
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.61Decks1,089Flashcards13Learners -
FP511
FP511
By: Josiah McDaniel
Mod 2: Behavioral Finance, Communication, and Counseling Principles, Mod 3: Financial Statements, Cash Flow Management, and Financing Strategies, Mod 4: Time Value of Money Concepts and Calculations7Decks181Flashcards1Learner -
FP511
FP511
By: Jen Verscheure
Module 1 - Financial Planning Process, Module 6, Module 23Decks85Flashcards1Learner -
FP511 General Financial Planning Principles, Professional Conduct, and Regulation
FP511 General Financial Planning Principles, Professional Conduct, and Regulation
By: Justin Rush
Module 1, Module 2, Module 38Decks282Flashcards3Learners -
FP511 Module 7
FP511 Module 7
By: Justin Horsch
Module 71Decks45Flashcards1Learner -
FP511 General Financial Principles, Conduct & Psychology
FP511 General Financial Principles, Conduct & Psychology
By: Jake Haskins
FP511 Module 1, FP511 Module 2, FP511 Module 37Decks272Flashcards1Learner -
CFP Coursework
CFP Coursework
By: Kristi House
General Financial Planning - FP511 - Module 1, General Financial Planning - FP511 - Module 2, General Financial Planning - FP511 - Module 312Decks589Flashcards1Learner -
My own CFP flashcards
My own CFP flashcards
By: Amy Spalding
FP 511- General Fin Planning- module 8, FP 511-Gen FP- module 3 ratios, FP5119Decks1,953Flashcards10Learners -
FP111
FP111
By: Avery Peterson
FP5111Decks27Flashcards1Learner