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Top Investment Planning Flashcards Ranked by Quality

  • 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
  • series 7 take 2
    series 7 take 2

    series 7 take 2

    By: chris foster
    651 Cards – 
    17 Decks – 
    10 Learners
    Sample Decks: equity securities, debt securities, municipal securities
    Show Class
  • Business: Theme 2 & 3
    Business: Theme 2 & 3

    Business: Theme 2 & 3

    By: marni salem
    703 Cards – 
    40 Decks – 
    71 Learners
    Sample Decks: Internal finance 2.1.1, External finance 2.1.2, Liability 2.1.3
    Show Class
  • Consumer Economics
    Consumer Economics

    Consumer Economics

    By: danbe lee
    373 Cards – 
    10 Decks – 
    190 Learners
    Sample Decks: Chapter 10-Saving For The Future, Chapter 11-Investing, Chapter 20-Personal Desion Making
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  • CFP Courses
    CFP Courses

    CFP Courses

    By: Cayden McLaughlin
    134 Cards – 
    4 Decks – 
    1 Learner
    Sample Decks: Introduction to Financial Planning, Risk Management & Insurance Planning, Investment Planning
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  • 2014 ALL
    2014 ALL

    2014 ALL

    By: Tina Tina
    1,267 Cards – 
    52 Decks – 
    2 Learners
    Sample Decks: Audit Reports, Audit Sampling, Engagement Planning
    Show Class
  • Questions I Got Wrong
    Questions I Got Wrong

    Questions I Got Wrong

    By: Chase Moore
    675 Cards – 
    7 Decks – 
    4 Learners
    Sample Decks: Fundamentals, Insurance, Investment Planning
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  • QAFP
    QAFP

    QAFP

    By: Chris Farnham
    553 Cards – 
    12 Decks – 
    4 Learners
    Sample Decks: Lending, Credit Disbursement And Collection, Life & Disability
    Show Class
  • 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
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  • Business Studies
    Business Studies

    Business Studies

    By: anna mckillen
    258 Cards – 
    11 Decks – 
    1 Learner
    Sample Decks: Enterprise & Entrepreneurship, Central Purpose of Business Activity, Forms of Business Ownership
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  • CFP Items To Learn
    CFP Items To Learn

    CFP Items To Learn

    By: Abbas Hasan
    66 Cards – 
    2 Decks – 
    1 Learner
    Sample Decks: Eatate Planning, Investment Planning
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  • CFP Flashcards
    CFP Flashcards

    CFP Flashcards

    By: Emily Hammond
    375 Cards – 
    9 Decks – 
    1 Learner
    Sample Decks: General Principles, Economics/Markets, Behavioral Finance
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  • Series 6 Securities Training Corp 2017
    Series 6 Securities Training Corp 2017

    Series 6 Securities Training Corp 2017

    By: Mee-Thlen Moy
    169 Cards – 
    9 Decks – 
    54 Learners
    Sample Decks: Equity Securities, Debt Securities, Equity & Debt Securities
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  • Business IB
    Business IB

    Business IB

    By: Teague Fitzgerald
    385 Cards – 
    40 Decks – 
    13 Learners
    Sample Decks: 2.1, 3.1 Sources of Finance, 4.1
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  • CPA - FAR
    CPA - FAR

    CPA - FAR

    By: Stephanie Langhorst
    1,126 Cards – 
    51 Decks – 
    21 Learners
    Sample Decks: Accounting Changes, Bonds Debt Restructure, Consolidations
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  • Financial Planning MAA255
    Financial Planning MAA255

    Financial Planning MAA255

    By: Paul Formica
    299 Cards – 
    9 Decks – 
    3 Learners
    Sample Decks: Topic 1 : The fianncial planning process, Topic 2 : Financial Planning Skills, Topic 3 : Taxation Planning
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  • R02 - 2022-23
    R02 - 2022-23

    R02 - 2022-23

    By: Raquelle North
    522 Cards – 
    14 Decks – 
    12 Learners
    Sample Decks: Learning Outcome 1 - 17 standard / 11 multiple response questions / Analyse the characteristics, inherent risks, behaviour and correlation of asset classes, Learning Outcome 2 - 6 standard questions / Understand the macro-economic environment and its impact on asset classes, Learning Outcome 3 - 7 standard questions / Understand the merits and limitations of the main investment theories
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  • AFC Study Group
    AFC Study Group

    AFC Study Group

    By: Jackie Mayo
    314 Cards – 
    19 Decks – 
    17 Learners
    Sample Decks: AFC Module 1 The Counseling Environment, AFC Module 2 - Client Information, AFC Module 4 - Client Goals
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  • Personal Finance
    Personal Finance

    Personal Finance

    By: Charlotte Roselin
    235 Cards – 
    5 Decks – 
    1 Learner
    Sample Decks: Personal Finance Test 1, Personal Finance Test 2, 6.0 Assets, Markets, and Planning
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  • Business Studies A2 Levels
    Business Studies A2 Levels

    Business Studies A2 Levels

    By: Misha Hoang
    448 Cards – 
    22 Decks – 
    217 Learners
    Sample Decks: UNIT 1. Chapter 2. Business Structure, UNIT 1. Chapter 3. Size of business, UNIT 1. Chapter 6. External influences on business acitivity
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  • eff105
    eff105

    eff105

    By: Prim Patel
    1,098 Cards – 
    36 Decks – 
    2 Learners
    Sample Decks: futures and intro to derivatives, environment, fundamental analysis
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  • CTP 6th Edition
    CTP 6th Edition

    CTP 6th Edition

    By: Anitra Davis
    1,388 Cards – 
    64 Decks – 
    59 Learners
    Sample Decks: CH 1. Role of Treasury Management, CH 2. Legal, Regulatory and Tax Environment, CH 3. Banks and Financial Institutions
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  • Gr 9 Ems
    Gr 9 Ems

    Gr 9 Ems

    By: Kyle Siebert
    121 Cards – 
    12 Decks – 
    60 Learners
    Sample Decks: Economic Systems, Elements Of Economic Cycle, Price Theory
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  • CPA Exam
    CPA Exam

    CPA Exam

    By: Todd W Neal
    1,267 Cards – 
    52 Decks – 
    1 Learner
    Sample Decks: Audit Reports, Audit Sampling, Engagement Planning
    Show Class
  • CFP
    CFP

    CFP

    By: Paul Day
    251 Cards – 
    7 Decks – 
    1 Learner
    Sample Decks: CFP INCOME TAX, CFP Investments, CFP Behavioral Finance
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  • afm 182
    afm 182

    afm 182

    By: lucy gap
    340 Cards – 
    11 Decks – 
    4 Learners
    Sample Decks: unit 1 | introduction to accounting for public companies, unit 2 | special accounting topics, unit 3 | public markets
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  • Flashcards
    Flashcards

    Flashcards

    By: Michele Reynolds
    1,327 Cards – 
    55 Decks – 
    1 Learner
    Sample Decks: Audit Reports - Clarified SAS, Audit Reports - Pre-Clarity, Audit Sampling
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  • GTPR Flashcards
    GTPR Flashcards

    GTPR Flashcards

    By: Laurel Wageman
    1,607 Cards – 
    11 Decks – 
    1 Learner
    Sample Decks: Fundamentals & Insurance: Client Psychology, Fundamentals & Insurance: Benchmarks, Fundamentals & Insurance: Economics and Consumer Protection
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  • Series 7 Rep Level
    Series 7 Rep Level

    Series 7 Rep Level

    By: Tom Brandt
    4,465 Cards – 
    14 Decks – 
    3 Learners
    Sample Decks: Chapter Test Questions, Chapter 1: Equity Securities, Chapter 2: Issuing - Primary Market
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  • CFP
    CFP

    CFP

    By: Linh Lee
    232 Cards – 
    6 Decks – 
    1 Learner
    Sample Decks: TAX PLANNING, ESTATE PLANNING, INSURANCE PLANNING
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  • Lambers FAR
    Lambers FAR

    Lambers FAR

    By: Alice Hsu
    584 Cards – 
    17 Decks – 
    25 Learners
    Sample Decks: Accounting For Income Tax, Accounting for Leases, Pensions, & Retirement Plans, Accounting Theories
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  • BEC
    BEC

    BEC

    By: Jim Franz
    2,174 Cards – 
    77 Decks – 
    10 Learners
    Sample Decks: Audit Reports, Audit Sampling, Engagement Planning
    Show Class
  • A Level Business Pearson
    A Level Business Pearson

    A Level Business Pearson

    By: Lily Childs
    1,912 Cards – 
    40 Decks – 
    28 Learners
    Sample Decks: 3.1.1 Corporate objectives, 1.4 Managing People, 3.3.1 Quantitative sales forecasting
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  • SIE SELF STUDY
    SIE SELF STUDY

    SIE SELF STUDY

    By: Kris Queen
    535 Cards – 
    18 Decks – 
    18 Learners
    Sample Decks: Regulatory entities agencies and market participants, SUITABLE RECOMMENDATIONS SUMMARY, SALES PRACTICES
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  • AF5
    AF5

    AF5

    By: Jolyon Roderick
    135 Cards – 
    10 Decks – 
    6 Learners
    Sample Decks: First Deck, Investment planning - here we review each of Dan & Tara's investment holdings and provide additional background information on ISAs and unit trusts, Fact Finding Questions
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  • R02
    R02

    R02

    By: Scott Harris
    111 Cards – 
    7 Decks – 
    1 Learner
    Sample Decks: Main asset classes, Investment products, Main investment theories
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  • IAD Level 2
    IAD Level 2

    IAD Level 2

    By: Helen Chua
    396 Cards – 
    16 Decks – 
    2 Learners
    Sample Decks: Chapter 1: Asset Classes, Chapter 2: Macro-Economic Environment, Chapter 3: Principles of Investment Risk and Return
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  • Series 7
    Series 7

    Series 7

    By: Steven Hermann
    616 Cards – 
    12 Decks – 
    3 Learners
    Sample Decks: Issuing - Primary Markets 8%, Trading - Secondary Market 6%, Option Contracts 16%
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  • Florida Real Estate Broker Course II
    Florida Real Estate Broker Course II

    Florida Real Estate Broker Course II

    By: Kevin Birge
    482 Cards – 
    25 Decks – 
    493 Learners
    Sample Decks: Chapter One - The Real Estate Business, Chapter Two - Rights in Real Estate, Chapter Three - Interests and Estates
    Show Class
  • Florida Real Estate Principles, Practices & Law
    Florida Real Estate Principles, Practices & Law

    Florida Real Estate Principles, Practices & Law

    By: Jimmy Perez
    601 Cards – 
    17 Decks – 
    302 Learners
    Sample Decks: Chapter 1 (The Real Estate Business), Chapter 3 (License Law Administration), Chapter 4 (Authorized Relationships and Ethics)
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  • Series 66 Self Study
    Series 66 Self Study

    Series 66 Self Study

    By: Griffin Horne
    554 Cards – 
    22 Decks – 
    18 Learners
    Sample Decks: Chapter 1- Federal Securities Regulations-5 Questions, Chapter 2 Sections 1-6- state Regulation under The uniform securities Act- 23 questions, Chapter 2 Continued
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  • CPA Exam
    CPA Exam

    CPA Exam

    By: Renier Diaz
    1,325 Cards – 
    55 Decks – 
    1 Learner
    Sample Decks: Audit Reports - Clarified SAS, Audit Reports - Pre-Clarity, Audit Sampling
    Show Class
  • Jenn's CFP Exam Prep
    Jenn's CFP Exam Prep

    Jenn's CFP Exam Prep

    By: Jenn Steliga
    242 Cards – 
    9 Decks – 
    1 Learner
    Sample Decks: Estate Planning, General Principles of Financial Planning, Investment Planning
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  • Ben cfp help
    Ben cfp help

    Ben cfp help

    By: Heather Lee
    163 Cards – 
    8 Decks – 
    1 Learner
    Sample Decks: Basic Need To Knwo, Educauton / Cobra, Property And casualty
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  • Readings
    Readings

    Readings

    By: Allison Swanson
    234 Cards – 
    14 Decks – 
    1 Learner
    Sample Decks: Candidate Fitness Standards, Code of Ethics, Registered Investment Advisors (RIA
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  • Victor's Personal CFP
    Victor's Personal CFP

    Victor's Personal CFP

    By: Victor Colella
    505 Cards – 
    7 Decks – 
    3 Learners
    Sample Decks: Standards and Insurance, General Principles, Investments
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  • 2012 CFP
    2012 CFP

    2012 CFP

    By: John Butterfield
    437 Cards – 
    7 Decks – 
    1 Learner
    Sample Decks: Retirement Plans, Group Benefits, Insurance
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  • AFM
    AFM

    AFM

    By: Jolita Griguolaite
    632 Cards – 
    20 Decks – 
    21 Learners
    Sample Decks: A1. The role and responsibility of senior financial executive/advisor, A2. Financial strategy formulation, A3. Ethical and governance issues
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  • Retirement Planning and Employee Benefits
    Retirement Planning and Employee Benefits

    Retirement Planning and Employee Benefits

    By: Susanna Pinto
    487 Cards – 
    12 Decks – 
    1 Learner
    Sample Decks: 1. Retirement Needs Analysis, 2. Qualified Retirement Plans, 3. Non-Qualified Plans
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  • Economic Engineering
    Economic Engineering

    Economic Engineering

    By: Miguel Moreira
    59 Cards – 
    7 Decks – 
    1 Learner
    Sample Decks: [1] Financial Statements, [2.1] Financial Analysis Planning, [2.2] Financial Analysis Ratios
    Show Class

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