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  • RICS APC Competency Revision
    RICS APC Competency Revision

    RICS APC Competency Revision

    By: Olivia Ashby
    Accounting Principles and Procedures, Business Planning, Client Care ...
    17
    Decks
    608
    Flashcards
    13
    Learners
  • CFP
    CFP

    CFP

    By: Blake Johnson
    Insurance Planning, General principles, Investments ...
    6
    Decks
    171
    Flashcards
    1
    Learner
  • APC I&F
    APC I&F

    APC I&F

    By: Unknown Unknown
    Ethics, Client Care, Communication & Negotiation ...
    20
    Decks
    733
    Flashcards
    1
    Learner
  • IRT
    IRT

    IRT

    By: Jayde Rose
    1 - asset classes, 4 - tax of investment and investors, 8 - portfolio performance and review ...
    9
    Decks
    283
    Flashcards
    1
    Learner
  • IB Business Management
    IB Business Management

    IB Business Management

    By: Ngan Nguyen
    1.1 Introduction to business management, 1.2 Types of organisations, 1.3 Organisational objectives ...
    30
    Decks
    442
    Flashcards
    1,097
    Learners
  • Nick's Notes
    Nick's Notes

    Nick's Notes

    By: Nick Elston
    Super changes from 1 July 2022, General Superannuation, Tax ...
    7
    Decks
    62
    Flashcards
    1
    Learner
  • CII J02
    CII J02

    CII J02

    By: Jordan Sidaway
    1 - Trusts, 2 - Trust Creation, 3 - Investment and Administration ...
    9
    Decks
    197
    Flashcards
    79
    Learners
  • R02 - 2022-23
    R02 - 2022-23

    R02 - 2022-23

    By: Raquelle North
    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 ...
    14
    Decks
    522
    Flashcards
    29
    Learners
  • 2015
    2015

    2015

    By: Judy B
    Professional Responsibilities, Audit Reports, Audit Sampling ...
    67
    Decks
    1,495
    Flashcards
    3
    Learners
  • ac
    ac

    ac

    By: Elcy Jennings
    Audit Reports, Audit Sampling, Engagement Planning ...
    54
    Decks
    1,320
    Flashcards
    3
    Learners
  • Series 65
    Series 65

    Series 65

    By: Raymond Li
    USA, Broker-Dealers and Agents, Investment Advisers & Ethics, Equity & Fixed Income ...
    6
    Decks
    880
    Flashcards
    2
    Learners
  • AFP 1
    AFP 1

    AFP 1

    By: Sahal Majoo
    revision, AFP Chapter 2- Client Relationship and Practice Management, AFP Chapter 3- Asset and Liability Management ...
    18
    Decks
    199
    Flashcards
    1
    Learner
  • CPA - All
    CPA - All

    CPA - All

    By: Mary Thomas
    Capital Budgeting, Corporate Governance, Cost Accounting ...
    58
    Decks
    2,221
    Flashcards
    2
    Learners
  • CFPAndrewLee
    CFPAndrewLee

    CFPAndrewLee

    By: Andrew Lee
    Investments, Tax, Retirement ...
    6
    Decks
    308
    Flashcards
    1
    Learner
  • Series 7
    Series 7

    Series 7

    By: Mark Ofreneo
    Issuing - Primary Market, Debt Instruments, Customer Accounts ...
    10
    Decks
    783
    Flashcards
    6
    Learners
  • CFP
    CFP

    CFP

    By: Jamie Lovin
    Income Tax, General Financial Planning, Retirement ...
    7
    Decks
    529
    Flashcards
    1
    Learner
  • CPA
    CPA

    CPA

    By: Staci Muench
    Audit Reports, Audit Sampling, Engagement Planning ...
    36
    Decks
    920
    Flashcards
    2
    Learners
  • CFP Courses
    CFP Courses

    CFP Courses

    By: Cayden McLaughlin
    Introduction to Financial Planning, Risk Management & Insurance Planning, Investment Planning ...
    4
    Decks
    134
    Flashcards
    2
    Learners
  • Questions I Got Wrong
    Questions I Got Wrong

    Questions I Got Wrong

    By: Chase Moore
    Fundamentals, Insurance, Investment Planning ...
    7
    Decks
    675
    Flashcards
    6
    Learners
  • AF4
    AF4

    AF4

    By: Alex Lindgreen
    Ratios - what they mean, Equities And Property, Alternative Investments ...
    22
    Decks
    241
    Flashcards
    1
    Learner
  • CII J02 (Trusts)
    CII J02 (Trusts)

    CII J02 (Trusts)

    By: Oliver Hadden
    Trusts, Trust Creation, Trust Rules ...
    13
    Decks
    205
    Flashcards
    19
    Learners
  • Lucy's CFA Level 3 Notes
    Lucy's CFA Level 3 Notes

    Lucy's CFA Level 3 Notes

    By: Lucy L
    Reading 5 The Behavioral Finance Perspective, Reading 6 The Behavioral Biases of Individuals, Reading 9 Taxes and Private Wealth Management in a Global Context ...
    31
    Decks
    1,217
    Flashcards
    120
    Learners
  • CFP EXTENDED
    CFP EXTENDED

    CFP EXTENDED

    By: Kelly Mcginley
    INVESTMENTS, ESTATE PLANNING, RETIREMENT
    3
    Decks
    74
    Flashcards
    13
    Learners
  • R02
    R02

    R02

    By: Scott Harris
    Main asset classes, Investment products, Main investment theories ...
    7
    Decks
    112
    Flashcards
    1
    Learner
  • Consumer Economics
    Consumer Economics

    Consumer Economics

    By: danbe lee
    Chapter 10-Saving For The Future, Chapter 11-Investing, Chapter 20-Personal Desion Making ...
    10
    Decks
    373
    Flashcards
    198
    Learners
  • BIF Review
    BIF Review

    BIF Review

    By: Serena Concepcion
    General principles, Insurance Planning, Investment Planning ...
    7
    Decks
    684
    Flashcards
    1
    Learner
  • series 7 take 2
    series 7 take 2

    series 7 take 2

    By: chris foster
    equity securities, debt securities, municipal securities ...
    17
    Decks
    651
    Flashcards
    10
    Learners
  • CPA Exam
    CPA Exam

    CPA Exam

    By: Jeff Warner
    Capital Budgeting, Corporate Governance, Cost Accounting ...
    35
    Decks
    889
    Flashcards
    3
    Learners
  • 2024 November CFP Exam
    2024 November CFP Exam

    2024 November CFP Exam

    By: Payton Workman
    Investment Planning 17%, Tax Planning 14%, Retirement Planning 18% ...
    6
    Decks
    294
    Flashcards
    1
    Learner
  • Business: Theme 2 & 3
    Business: Theme 2 & 3

    Business: Theme 2 & 3

    By: marni salem
    Internal finance 2.1.1, External finance 2.1.2, Liability 2.1.3 ...
    40
    Decks
    703
    Flashcards
    113
    Learners

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