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Learn Investment Planning

Study Investment Planning using smart web & mobile flashcards created by top students, teachers, and professors. Prep for a quiz or learn for fun!

Top Investment Planning Flashcards Ranked by Quality

  • CFP BIF
    CFP BIF

    CFP BIF

    By: Dave Foster
    210 Cards – 
    6 Decks – 
    1 Learner
    Sample Decks: Estate Planning, General Principals, Tax Planning
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  • Business Management
    Business Management

    Business Management

    By: Paulina Staszak
    732 Cards – 
    37 Decks – 
    33 Learners
    Sample Decks: 1.1 Introduction to business management, 1.2 Types of organizations, 1.3 Organizational objectives
    Show Class
  • A level Business Studies Theme 3
    A level Business Studies Theme 3

    A level Business Studies Theme 3

    By: Emma Shearman
    212 Cards – 
    18 Decks – 
    214 Learners
    Sample Decks: Statements, Corporate objectives, Theories of corporate strategy
    Show Class
  • CFA Level 3
    CFA Level 3

    CFA Level 3

    By: Denis Zh., CFA FRM
    1,178 Cards – 
    30 Decks – 
    46 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
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  • Income Tax
    Income Tax

    Income Tax

    By: Leo O'Connor
    706 Cards – 
    11 Decks – 
    105 Learners
    Sample Decks: Chapter 2 - Policy Standards for a Good Tax, Chapter 1 - Taxes and Taxing Jurisdictions, Chapter 4 - Maxims of Income Tax Planning
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  • CFP Review
    CFP Review

    CFP Review

    By: Andrew Bae
    262 Cards – 
    7 Decks – 
    1 Learner
    Sample Decks: Fundamental Financial Planning Practices, Estate Planning and Legal Aspects, Insurance and Risk Management
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  • CFPAndrewLee
    CFPAndrewLee

    CFPAndrewLee

    By: Andrew Lee
    308 Cards – 
    6 Decks – 
    1 Learner
    Sample Decks: Investments, Tax, Retirement
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  • FAR CPA
    FAR CPA

    FAR CPA

    By: Terri Richburg
    1,072 Cards – 
    47 Decks – 
    36 Learners
    Sample Decks: Accounting Changes, Bonds Debt Restructure, Consolidations
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  • EHAPC
    EHAPC

    EHAPC

    By: Emily Hart
    1,721 Cards – 
    41 Decks – 
    8 Learners
    Sample Decks: Ethics, Rules of Conduct and Professionalism: RICS REQUIREMENTS, RICS Rules of Conduct, Professional Practice issues (Rules of Conduct, 2021)
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  • CFP
    CFP

    CFP

    By: Jamie Lovin
    529 Cards – 
    7 Decks – 
    1 Learner
    Sample Decks: Income Tax, General Financial Planning, Retirement
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  • ac
    ac

    ac

    By: Elcy Jennings
    1,320 Cards – 
    54 Decks – 
    3 Learners
    Sample Decks: Audit Reports, Audit Sampling, Engagement Planning
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  • CPA-ALL
    CPA-ALL

    CPA-ALL

    By: Frank Provo
    1,280 Cards – 
    52 Decks – 
    5 Learners
    Sample Decks: Audit Reports, Audit Sampling, Engagement Planning
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  • IA Real Estate Test Prep
    IA Real Estate Test Prep

    IA Real Estate Test Prep

    By: Ron Jeremy
    2,178 Cards – 
    53 Decks – 
    804 Learners
    Sample Decks: Key Points, IA LAW ADMIN, Brokerage relationships and ethics
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  • J’s CFP Review
    J’s CFP Review

    J’s CFP Review

    By: Jeremy P
    490 Cards – 
    7 Decks – 
    3 Learners
    Sample Decks: General Principles, Behavioral Finance, Tax Planning
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  • My CFP Flashcards
    My CFP Flashcards

    My CFP Flashcards

    By: Toria Baker
    640 Cards – 
    18 Decks – 
    1 Learner
    Sample Decks: ethics, law, and code of ethics, registered investment advisors, elements of financial planning and behavioral considerations
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  • AF4
    AF4

    AF4

    By: Alex Lindgreen
    241 Cards – 
    22 Decks – 
    1 Learner
    Sample Decks: Ratios - what they mean, Equities And Property, Alternative Investments
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  • Business Studies (A Levels)
    Business Studies (A Levels)

    Business Studies (A Levels)

    By: Tanakit Jiraratcharatthorn
    1,258 Cards – 
    38 Decks – 
    3 Learners
    Sample Decks: Ratios, Unit Definitions, Chapter 1 (Enterprise)
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  • CPA
    CPA

    CPA

    By: China Jasmin
    1,226 Cards – 
    49 Decks – 
    4 Learners
    Sample Decks: Audit Reports, Audit Sampling, Engagement Planning
    Show Class
  • CFA Level 3
    CFA Level 3

    CFA Level 3

    By: 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
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  • RICS APC Competency Revision
    RICS APC Competency Revision

    RICS APC Competency Revision

    By: Olivia Ashby
    608 Cards – 
    17 Decks – 
    10 Learners
    Sample Decks: Accounting Principles and Procedures, Business Planning, Client Care
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  • CPA Exam
    CPA Exam

    CPA Exam

    By: Joseph Chevalier
    1,329 Cards – 
    53 Decks – 
    55 Learners
    Sample Decks: AUD-Audit Reports, AUD Audit Sampling, AUD Engagement Planning
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  • FAR
    FAR

    FAR

    By: Lesley Canfield
    1,306 Cards – 
    54 Decks – 
    4 Learners
    Sample Decks: FAR, Audit Reports, Audit Sampling
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  • Buisness
    Buisness

    Buisness

    By: Katie Duncan
    1,341 Cards – 
    40 Decks – 
    1 Learner
    Sample Decks: 1.4 - stakeholders, 1.5 - Growth And Evolution, 3.1 - finance and accounts
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  • IRT
    IRT

    IRT

    By: Jayde Rose
    283 Cards – 
    9 Decks – 
    1 Learner
    Sample Decks: 1 - asset classes, 4 - tax of investment and investors, 8 - portfolio performance and review
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  • APC 2024
    APC 2024

    APC 2024

    By: Tom Kevany
    716 Cards – 
    17 Decks – 
    4 Learners
    Sample Decks: Ethics, Rules of Conduct, Professionalism Lvl 3, Inspection Lvl3, Measurement Lvl 3
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  • Business
    Business

    Business

    By: Grace Brooks
    1,119 Cards – 
    38 Decks – 
    1 Learner
    Sample Decks: 3. Sources of Finance, Costs and Revenue, Final accounts
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  • Lucy's CFA Level 3 Notes
    Lucy's CFA Level 3 Notes

    Lucy's CFA Level 3 Notes

    By: Lucy L
    1,217 Cards – 
    31 Decks – 
    107 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
  • CFP Study Prep_self
    CFP Study Prep_self

    CFP Study Prep_self

    By: Alan Kneale
    435 Cards – 
    9 Decks – 
    1 Learner
    Sample Decks: Tax Planning, Fundamentals, Risk
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  • Nick's Notes
    Nick's Notes

    Nick's Notes

    By: Nick Elston
    62 Cards – 
    7 Decks – 
    1 Learner
    Sample Decks: Super changes from 1 July 2022, General Superannuation, Tax
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  • APC I&F
    APC I&F

    APC I&F

    By: Unknown Unknown
    733 Cards – 
    20 Decks – 
    1 Learner
    Sample Decks: Ethics, Client Care, Communication & Negotiation
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  • CII J02
    CII J02

    CII J02

    By: Jordan Sidaway
    197 Cards – 
    9 Decks – 
    69 Learners
    Sample Decks: 1 - Trusts, 2 - Trust Creation, 3 - Investment and Administration
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  • CFP Exam | Wrong Ch. ?s
    CFP Exam | Wrong Ch. ?s

    CFP Exam | Wrong Ch. ?s

    By: P C
    300 Cards – 
    32 Decks – 
    1 Learner
    Sample Decks: Investment Planning | Lesson 6: Bond Valuation, Investment Planning | Lesson 5: Bonds, Investment Planning | Lesson 4: Stock Valuation & Ratio Analysis
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  • IB Business Management
    IB Business Management

    IB Business Management

    By: Ngan Nguyen
    442 Cards – 
    30 Decks – 
    971 Learners
    Sample Decks: 1.1 Introduction to business management, 1.2 Types of organisations, 1.3 Organisational objectives
    Show Class
  • Series 7
    Series 7

    Series 7

    By: Mark Ofreneo
    783 Cards – 
    10 Decks – 
    6 Learners
    Sample Decks: Issuing - Primary Market, Debt Instruments, Customer Accounts
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  • Personal Finance Terms
    Personal Finance Terms

    Personal Finance Terms

    By: Mallari Ben
    242 Cards – 
    9 Decks – 
    5 Learners
    Sample Decks: 1. Goals, Saving, Interest, & Banking., 2. Investment and savings planning., 3. Labor Market, Human Capital, and Income
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  • 2015
    2015

    2015

    By: Judy B
    1,495 Cards – 
    67 Decks – 
    3 Learners
    Sample Decks: Professional Responsibilities, Audit Reports, Audit Sampling
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  • MDG Revision
    MDG Revision

    MDG Revision

    By: Mark Grubert
    279 Cards – 
    20 Decks – 
    3 Learners
    Sample Decks: CGT, NICs, VAT
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  • CPA - All
    CPA - All

    CPA - All

    By: Mary Thomas
    2,221 Cards – 
    58 Decks – 
    2 Learners
    Sample Decks: Capital Budgeting, Corporate Governance, Cost Accounting
    Show Class
  • Certified Financial Planner Exam 2021
    Certified Financial Planner Exam 2021

    Certified Financial Planner Exam 2021

    By: Kate Dore
    134 Cards – 
    6 Decks – 
    2 Learners
    Sample Decks: General Principles, Estate Planning, Retirement Planning
    Show Class
  • Series 65
    Series 65

    Series 65

    By: Raymond Li
    880 Cards – 
    6 Decks – 
    2 Learners
    Sample Decks: USA, Broker-Dealers and Agents, Investment Advisers & Ethics, Equity & Fixed Income
    Show Class
  • RO3 Keys
    RO3 Keys

    RO3 Keys

    By: daniel etherington
    437 Cards – 
    15 Decks – 
    2 Learners
    Sample Decks: 1 - Income Tax, 2 - NI Contributions, 3 - CGT
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  • AFP 1
    AFP 1

    AFP 1

    By: 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
  • CPA
    CPA

    CPA

    By: Staci Muench
    920 Cards – 
    36 Decks – 
    2 Learners
    Sample Decks: Audit Reports, Audit Sampling, Engagement Planning
    Show Class
  • CFP EXTENDED
    CFP EXTENDED

    CFP EXTENDED

    By: Kelly Mcginley
    74 Cards – 
    3 Decks – 
    13 Learners
    Sample Decks: INVESTMENTS, ESTATE PLANNING, RETIREMENT
    Show Class
  • CFP
    CFP

    CFP

    By: brad Wilson
    231 Cards – 
    5 Decks – 
    3 Learners
    Sample Decks: Retirement, Tax Planning, Financial Planning
    Show Class
  • CPA Exam
    CPA Exam

    CPA Exam

    By: Michael Lin
    1,311 Cards – 
    53 Decks – 
    2 Learners
    Sample Decks: Audit Reports, Audit Sampling, Engagement Planning
    Show Class
  • CFA LEVEL 3 2019
    CFA LEVEL 3 2019

    CFA LEVEL 3 2019

    By: 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
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  • CFP - RL Flash cards
    CFP - RL Flash cards

    CFP - RL Flash cards

    By: Renee Langlais
    222 Cards – 
    5 Decks – 
    1 Learner
    Sample Decks: CFP - Fundamentals & Insurance, CFP - Investment planning, CFP - Tax planning
    Show Class
  • FAR
    FAR

    FAR

    By: Lynn Wikert
    707 Cards – 
    30 Decks – 
    10 Learners
    Sample Decks: Not-for-profit (nonbusiness), Governmental Accounting and Reporting, Cash and cash equivalents
    Show Class
  • CII J02 (Trusts)
    CII J02 (Trusts)

    CII J02 (Trusts)

    By: Oliver Hadden
    205 Cards – 
    13 Decks – 
    18 Learners
    Sample Decks: Trusts, Trust Creation, Trust Rules
    Show Class

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