Investment Trust Flashcards & Quizzes

RO2 - Chapter 7 - Indirect investments – unit trusts, OEICs and investment trust companies

RO2 - Chapter 7 - Indirect investments – unit trusts, OEICs and investment trust companies

Flashcard Maker: Peter Hicks

52 Cards –

1 Decks –

3 Learners

Sample Decks: Chapter 7 - Test

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Equity and Trusts - Investment and delegation

Equity and Trusts - Investment and delegation

Flashcard Maker: Ceri Mawson

16 Cards –

1 Decks –

1 Learner

Sample Decks: Investment and delegation

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AFA

AFA

Flashcard Maker: Josh Freire-Mckinnell

837 Cards –

38 Decks –

3 Learners

Sample Decks: Taxation Topic 1 - Domicile and Residence, Taxation Topic 2 - Income Tax, Taxation Topic 3 - Capital Gains Tax

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AF4

AF4

Flashcard Maker: Debbie Pitman

383 Cards –

21 Decks –

80 Learners

Sample Decks: Calculations, Investment Process & wrappers, Derivatives

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AF1

AF1

Flashcard Maker: Vicky Bullivant

469 Cards –

15 Decks –

109 Learners

Sample Decks: Wills/intestacy and power of attorney, Bankruptcy, Trusts

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Af1

Af1

Flashcard Maker: Michelle Boakes

765 Cards –

18 Decks –

14 Learners

Sample Decks: Tax, Wills And Intestacy, Life Assurance And Pensions In Trust

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CFP

CFP

Flashcard Maker: Adam Farid

1,011 Cards –

27 Decks –

8 Learners

Sample Decks: Health Insurance, Long Term Care/Disability Coverage, Property And Liability Insurance

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CFP

CFP

Flashcard Maker: ryan halvorson

1,030 Cards –

51 Decks –

224 Learners

Sample Decks: Rules of Conduct, Code of Ethics, Financial Planning Practice Standards

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R02 April 2020

R02 April 2020

Flashcard Maker: Jennifer Barker

731 Cards –

14 Decks –

37 Learners

Sample Decks: 1 - The characteristics, inherent risks, behaviour and correlation of asset classes. Part 1 - Cash investments and fixed interest securities., 1 - The characteristics, inherent risks, behaviour and correlation of asset classes. Part 2 - Equities, property and alternative investments, 2 - The macro-economic evironment and its impact on asset classes

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AF1 2018/19

AF1 2018/19

Flashcard Maker: Vicky Kleboe

473 Cards –

16 Decks –

16 Learners

Sample Decks: Wills/intestacy and power of attorney, VAT, Bankruptcy

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CFP 3/17

CFP 3/17

Flashcard Maker: Kimberly Papik

772 Cards –

48 Decks –

30 Learners

Sample Decks: Financial Planning Process, Insurance, Ethics and Law

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AF4 New

AF4 New

Flashcard Maker: Sam Worthy

290 Cards –

15 Decks –

10 Learners

Sample Decks: Cash & Fixed Interest, Investment Valuation Ratios, Equity Valuation

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CII AF1

CII AF1

Flashcard Maker: Ian howes

347 Cards –

21 Decks –

58 Learners

Sample Decks: Terminology, Dates To Remember, Income Tax

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CII J02

CII J02

Flashcard Maker: Jordan Sidaway

197 Cards –

9 Decks –

60 Learners

Sample Decks: 1 - Trusts, 2 - Trust Creation, 3 - Investment and Administration

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Equity

Equity

Flashcard Maker: Rhys Brennan

449 Cards –

13 Decks –

9 Learners

Sample Decks: Introduction to Equity & Trusts, Three Certainties, Formalities

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MDG Revision

MDG Revision

Flashcard Maker: Mark Grubert

279 Cards –

20 Decks –

2 Learners

Sample Decks: CGT, NICs, VAT

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CII - R03

CII - R03

Flashcard Maker: Jordan Sidaway

287 Cards –

13 Decks –

186 Learners

Sample Decks: 1 - Income Tax, 2 - National Insurance, 3 - CGT

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R02 - Investment Principals And Risk

R02 - Investment Principals And Risk

Flashcard Maker: Jamie Croft

336 Cards –

13 Decks –

6 Learners

Sample Decks: Chapter 1 - Cash Investments And Fixed-interest Securities, Chapter 2 - Equities, Property And Alternative Investments, Chapter 3 - The macroeconomic environment and its impact on asset classes

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CII J02 (Trusts)

CII J02 (Trusts)

Flashcard Maker: Oliver Hadden

205 Cards –

13 Decks –

19 Learners

Sample Decks: Trusts, Trust Creation, Trust Rules

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R03 August 2020

R03 August 2020

Flashcard Maker: Jennifer Barker

688 Cards –

12 Decks –

36 Learners

Sample Decks: 1 - Income Tax, 2 - National Insurance Contributions, 3 - Capital Gains Tax

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Trusts Term 2

Trusts Term 2

Flashcard Maker: Saffron Stay

129 Cards –

4 Decks –

4 Learners

Sample Decks: Public policy + Express private trusts, Charitable trusts, Fiduciary Duty & Conflict of interest

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RO3 - Personal Taxation

RO3 - Personal Taxation

Flashcard Maker: Peter Hicks

770 Cards –

14 Decks –

17 Learners

Sample Decks: R03 - Chapter 1 - Income Tax, Chapter 2 - National Insurance contributions (NICs), Chapter 3 - Capital gains tax (CGT)

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NC Real Estate License

NC Real Estate License

Flashcard Maker: mary jones

469 Cards –

12 Decks –

78 Learners

Sample Decks: Unit 1: Nature, Description, and Use of Real Estate, Unit 2: Rights and Interests in Land, Unit 3: Ownership and Title Transfer

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AF1 2022/23 (Modified)

AF1 2022/23 (Modified)

Flashcard Maker: Matthew Tyrrell

200 Cards –

11 Decks –

9 Learners

Sample Decks: Income Tax, National Insurance Contributions, Capital Gains Tax

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AF1 2022/23

AF1 2022/23

Flashcard Maker: Liam Duffy

195 Cards –

14 Decks –

3 Learners

Sample Decks: Income Tax, National Insurance Contributions, Capital Gains Tax

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Trusts And Succession

Trusts And Succession

Flashcard Maker: Laura Bremner

235 Cards –

15 Decks –

4 Learners

Sample Decks: Intestate Succession, Disinheritance (Children), Cohabitants

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FAR

FAR

Flashcard Maker: Lynn Wikert

707 Cards –

30 Decks –

9 Learners

Sample Decks: Not-for-profit (nonbusiness), Governmental Accounting and Reporting, Cash and cash equivalents

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AF1 - Tax Planning

AF1 - Tax Planning

Flashcard Maker: Mark Davidson

138 Cards –

10 Decks –

4 Learners

Sample Decks: Investment Taxation, Trusts, Residence & Domicile

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Nick's Notes

Nick's Notes

Flashcard Maker: Nick Elston

62 Cards –

7 Decks –

1 Learner

Sample Decks: Super changes from 1 July 2022, General Superannuation, Tax

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AF4 Study

AF4 Study

Flashcard Maker: George Palmer

161 Cards –

21 Decks –

9 Learners

Sample Decks: Accounting Ratios, Equity Formulas, Risk

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Law Of Equity And Trusts

Law Of Equity And Trusts

Flashcard Maker: Sarah Gill

95 Cards –

8 Decks –

30 Learners

Sample Decks: Procedures And Rememdies, Gifts And Trusts; Three Certainties; Constitution Of Express Trusts, Fiduciary Duties

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CPA FAR

CPA FAR

Flashcard Maker: Angelica Robledo

1,327 Cards –

64 Decks –

34 Learners

Sample Decks: Accounting Changes, Far, Regulation

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R03

R03

Flashcard Maker: Davis Geidans

407 Cards –

13 Decks –

7 Learners

Sample Decks: Test Questions, Chapter 1 - Income Tax, Chapter 2 - National Insurance

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AF1 - Tax & Trusts

AF1 - Tax & Trusts

Flashcard Maker: Jack Barrett

84 Cards –

8 Decks –

15 Learners

Sample Decks: Income Tax, CGT, IHT

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CPA

CPA

Flashcard Maker: Brennan Segrest

1,581 Cards –

49 Decks –

5 Learners

Sample Decks: REG, Individual Taxation, Corporate Taxation

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Ethics

Ethics

Flashcard Maker: Peter Joseph

434 Cards –

5 Decks –

21 Learners

Sample Decks: Reading 1 - Ethics and Trust in the investment Profession, Reading 2 - Code of Ethics and Standards of Professional Conduct, Reading 3 - Guidance for Standards I-VII

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Ro3

Ro3

Flashcard Maker: Tejpal Bhogal

218 Cards –

13 Decks –

20 Learners

Sample Decks: Income Tax, Nics, Tax Compliance And Self Assesment

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Cisi Introduction To Securities And Investment

Cisi Introduction To Securities And Investment

Flashcard Maker: Brenda Cundy

77 Cards –

8 Decks –

28 Learners

Sample Decks: 2. Economic Environment, 3 Financial Assets, 4 Equities

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North Carolina Real Estate Licensing Exam

North Carolina Real Estate Licensing Exam

Flashcard Maker: Brien Perkins

94 Cards –

7 Decks –

14 Learners

Sample Decks: Appraisal, Mortgages, Deeds Of Trust, & Lending Practices, Agency & Listings

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Introduction to Securities and Investments

Introduction to Securities and Investments

Flashcard Maker: Ebrima Jallow

373 Cards –

10 Decks –

2 Learners

Sample Decks: Chapter 1: Financial Markets, Chapter 2: The Economic Environment, Chapter 3: Equities

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Sjp Llp

Sjp Llp

Flashcard Maker: Nick Tock

159 Cards –

18 Decks –

5 Learners

Sample Decks: CGT, Risk, Care

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J02 Trusts

J02 Trusts

Flashcard Maker: Debbie Pitman

144 Cards –

9 Decks –

1 Learner

Sample Decks: Trust Creation And Rules, General, Mental Capacity And POA

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CFA LEVEL 1

CFA LEVEL 1

Flashcard Maker: Julie Page

17 Cards –

1 Decks –

1 Learner

Sample Decks: Study Session 1 : Ethics and Trust in the Investment Profession

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AF1

AF1

Flashcard Maker: Des Fitzgerald

262 Cards –

12 Decks –

4 Learners

Sample Decks: Module 4 Residence Domicile, Various To Learn, Module 2 National Insurance

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BEC

BEC

Flashcard Maker: Vina Guichard

843 Cards –

34 Decks –

2 Learners

Sample Decks: Capital Budgeting, Corporate Governance, Cost Accounting

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3. Analyse the role and relevance of tax in the financial affairs of individuals and trusts

3. Analyse the role and relevance of tax in the financial affairs of individuals and trusts

Flashcard Maker: George Greenhaugh

87 Cards –

4 Decks –

2 Learners

Sample Decks: Trusts, Direct investments, Indirect investments

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Real Estate: Practice

Real Estate: Practice

Flashcard Maker: Daniel Jones

343 Cards –

18 Decks –

323 Learners

Sample Decks: Chapter 1: Introduction to Real Estate, Chapter 2: Ethics, Fair Housing and Trust Accounts, Chapter 3: Agency and Other Mandatory Disclosures

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R03 - Tax

R03 - Tax

Flashcard Maker: Scott Harris

140 Cards –

10 Decks –

1 Learner

Sample Decks: Inheritance tax, Trusts, Income tax

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CPA

CPA

Flashcard Maker: miriam martinez

1,295 Cards –

53 Decks –

3 Learners

Sample Decks: Accounting Changes, Bonds Debt Restructure, Consolidations

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Investment Companies

Investment Companies

Flashcard Maker: trey abc

164 Cards –

5 Decks –

4 Learners

Sample Decks: Investment Companies/Retirement Plans, Management Companies, Unit Investment Trusts (UIT's)

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Af1

Af1

Flashcard Maker: Sam Worthy

157 Cards –

15 Decks –

1 Learner

Sample Decks: Formulas, Other, Powers of attorney

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CISI L4

CISI L4

Flashcard Maker: Daniel Newton

220 Cards –

12 Decks –

2 Learners

Sample Decks: Chapter 7: 1.3, Chapter 7: 1.2, Chapter 7: 1.4

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GG J10/AF4

GG J10/AF4

Flashcard Maker: George Greenhaugh

104 Cards –

12 Decks –

1 Learner

Sample Decks: Economic environment, Cash and fixed interest securities, Equities and property

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Trust 1

Trust 1

Flashcard Maker: P I

77 Cards –

9 Decks –

2 Learners

Sample Decks: Property Law, Principal and Income Law, Gift Tax

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CFA Level I

CFA Level I

Flashcard Maker: David Bissonnette

623 Cards –

55 Decks –

1 Learner

Sample Decks: Ethics and Trust in the Investment Profession, Code of Ethics and Standards of Professional Conduct, Guidance for Standards I–VII

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Economy - UPSC 2019

Economy - UPSC 2019

Flashcard Maker: Saikat Ghosh

439 Cards –

33 Decks –

93 Learners

Sample Decks: RCEP Meeting, Multi Dimensional Poverty Index, Human Development Index

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Securities And Investments

Securities And Investments

Flashcard Maker: Courtney @Brainscape

236 Cards –

10 Decks –

5 Learners

Sample Decks: Chapter 1 - The Financial Services Industry, Chapter 2 - The Economic Environment, Chapter 3 - Financial Assets and Markets

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FAR

FAR

Flashcard Maker: Xiaoyan Zhang

737 Cards –

37 Decks –

2 Learners

Sample Decks: Accounting Changes, Bonds Debt Restructure, Consolidations

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CFP- Blake Flashcards

CFP- Blake Flashcards

Flashcard Maker: Blake Hummel

594 Cards –

13 Decks –

1 Learner

Sample Decks: Friggen Trust, Social Security, General Principles

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1.a. Ethical and Professional Standards

1.a. Ethical and Professional Standards

Flashcard Maker: Richard Lucas

27 Cards –

5 Decks –

1 Learner

Sample Decks: Ethics and Trust in the Investment Profession, Code of Ethics and Standards of Professional Conduct, Guidance for Standards 1-7

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R06 CII June

R06 CII June

Flashcard Maker: Scott Wilson

322 Cards –

21 Decks –

1 Learner

Sample Decks: Documents, Client Recommendations, Long Term Care products

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REG 2015

REG 2015

Flashcard Maker: Amr Ali

930 Cards –

23 Decks –

1 Learner

Sample Decks: Corporate Taxation, Estate Trust Taxation, Individual Taxation

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AF5

AF5

Flashcard Maker: 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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FAR

FAR

Flashcard Maker: Sauda Express

1,125 Cards –

56 Decks –

1 Learner

Sample Decks: Accounting Changes, Bonds Debt Restructure, Consolidations

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AUD

AUD

Flashcard Maker: Veena Kasarla

725 Cards –

38 Decks –

1 Learner

Sample Decks: AUD, Agency Law, Bankruptcy

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cpa exam

cpa exam

Flashcard Maker: Harry Hearn

737 Cards –

37 Decks –

1 Learner

Sample Decks: Corporate Taxation, Estate Trust Taxation, Individual Taxation

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SJP LLP 2018

SJP LLP 2018

Flashcard Maker: Ryan McGrath

204 Cards –

18 Decks –

11 Learners

Sample Decks: Chapter 1 - Contributing to Pensions, Chapter 2 - HMRC Rules for Crystallisation Events, Chapter 3 - Transitional Relief and Protected PCLS

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R02

R02

Flashcard Maker: James Coldwell

187 Cards –

12 Decks –

1 Learner

Sample Decks: Chapter 1 - Cash Investments & Fixed Securities, Exam Extras, Chapter 11 - The Performance Of Investments

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CPA

CPA

Flashcard Maker: Sara Lee

519 Cards –

24 Decks –

1 Learner

Sample Decks: Accounting Changes, Bonds Debt Restructure, Consolidations

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REG

REG

Flashcard Maker: Andersson Espinoza

519 Cards –

24 Decks –

1 Learner

Sample Decks: Corporate Taxation, Estate Trust Taxation, Individual Taxation

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Ninja Flashcards - REG

Ninja Flashcards - REG

Flashcard Maker: Dana Schuman

494 Cards –

23 Decks –

1 Learner

Sample Decks: Corporate Taxation, Estate Trust Taxation, Individual Taxation

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Securities and Investments

Securities and Investments

Flashcard Maker: Jenson Davies

343 Cards –

11 Decks –

1 Learner

Sample Decks: Chapter 1: Intro, Chapter 3: Equities, Chapter 4: Bonds

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Tax - Direct Tax

Tax - Direct Tax

Flashcard Maker: Robert Hartley

446 Cards –

10 Decks –

4 Learners

Sample Decks: PLC - Basic Principles of Income Tax, Beare on Consortium Relief - Tax Journal 25/4/14, PLC - Direct Taxes (Overview)

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FAR

FAR

Flashcard Maker: Heath Owens

515 Cards –

24 Decks –

1 Learner

Sample Decks: Accounting Changes, Bonds Debt Restructure, Consolidations

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RO3 - Personal Taxation

RO3 - Personal Taxation

Flashcard Maker: caolan corry

262 Cards –

11 Decks –

1 Learner

Sample Decks: Section 1 - Income Tax, Section 2 - National Insurance Contributions, Section 3 - Capital Gains Tax

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Advanced Tax

Advanced Tax

Flashcard Maker: Emily Goad

439 Cards –

23 Decks –

1 Learner

Sample Decks: Income Tax - Topic 1, Employment Income, Property and Investment income

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SJP LLP Feb 2020

SJP LLP Feb 2020

Flashcard Maker: Brian O'Connell

44 Cards –

11 Decks –

1 Learner

Sample Decks: Income Tax, CGT, Retirement Planning (DB, DC etc)

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Tax, Trusts And Tax Compliance

Tax, Trusts And Tax Compliance

Flashcard Maker: Alex J

205 Cards –

10 Decks –

2 Learners

Sample Decks: Topic 1 - Approaches To Personal Tax Liabilties, Topic 2 - Trust Classifications, Topic 3 - Impact of Taxation on Investment Strategies

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Course 4: Income Tax Planning

Course 4: Income Tax Planning

Flashcard Maker: Michael Byrns

539 Cards –

8 Decks –

1 Learner

Sample Decks: Module 1: Income Tax Fundamentals and Calculations, Module 2: Investment Vehicle Taxation, NII, Additional Medicare Tax and Education Planning, Module 3: Charitable Gifts, Estates & Trusts, Kiddie Tax and AMT

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Wiley - CFA 1 Ethics

Wiley - CFA 1 Ethics

Flashcard Maker: Nick Polito

128 Cards –

12 Decks –

8 Learners

Sample Decks: Quant 1, Reading 1 Ethics and Trust, Reading 2 Code of Ethics

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LLP

LLP

Flashcard Maker: Gareth Oldham

77 Cards –

8 Decks –

3 Learners

Sample Decks: Income Tax and Cash Flow, LTC, Pension & FAD

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GGR03

GGR03

Flashcard Maker: George Greenhaugh

104 Cards –

7 Decks –

1 Learner

Sample Decks: Chapter 1 Income Tax, Workbook 2 NI, Workbook3 CGT

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CFA Level 1

CFA Level 1

Flashcard Maker: John Herrmann

395 Cards –

9 Decks –

1 Learner

Sample Decks: Ethics: Part 1: Ethics & Trust in the Investments' Profession, Ethics: Part 2: Code of Ethics & Standards of Professional Conduct, Ethics: Part 3: Guidance for Standards I–VII

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AF1

AF1

Flashcard Maker: Unknown Unknown

48 Cards –

6 Decks –

1 Learner

Sample Decks: CGT, Trusts, General

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AF5

AF5

Flashcard Maker: Nick Tock

76 Cards –

31 Decks –

12 Learners

Sample Decks: Risk, Review, Security Of David’s Cash

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CFP Exam | Wrong Ch. ?s

CFP Exam | Wrong Ch. ?s

Flashcard Maker: P C

250 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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CFA L1 - Ethics and Professional Standards

CFA L1 - Ethics and Professional Standards

Flashcard Maker: Karishma Hirani

87 Cards –

3 Decks –

2 Learners

Sample Decks: Part 1. Ethics & Trust in Investment Profession, Part 2: Code of Ethics and Standards of Professional Conduct, Part 3: Guidance for Standards I-VII

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Financial Planning: FP513

Financial Planning: FP513

Flashcard Maker: Jen Verscheure

195 Cards –

24 Decks –

1 Learner

Sample Decks: 1.1 Securities Market and Money Market Instruments, 2.1 Features of Debt Securities, 2.2 Convertible Securities

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Aceable Agent AZ 1st Half

Aceable Agent AZ 1st Half

Flashcard Maker: Anthony Amicangelo

400 Cards –

38 Decks –

3 Learners

Sample Decks: Real Property Ownership, Forms of Ownership, Ownerships: Business & Trusts

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xyzz

xyzz

Flashcard Maker: JS Bank

87 Cards –

14 Decks –

1 Learner

Sample Decks: Derivatives Transactions, Incidental Businesses, Basic Knowledge Concerning Econmics, Finance And Fiscal Policy

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ACTP 312

ACTP 312

Flashcard Maker: Tom Taiaroa

191 Cards –

20 Decks –

3 Learners

Sample Decks: Assessable Income, NZ Residence, Double Tax Treaties

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Llp

Llp

Flashcard Maker: n pritchard

147 Cards –

18 Decks –

5 Learners

Sample Decks: 18 Legal Aspects of LLP, 17 LTC: Product Solutions, 16 LTC: State Provision

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Real Estate State Exam

Real Estate State Exam

Flashcard Maker: Milana Shvets

118 Cards –

20 Decks –

2 Learners

Sample Decks: Misc. Concepts, Easements, Foreclosure

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AF1 - Tax and Trust Planning

AF1 - Tax and Trust Planning

Flashcard Maker: Dominic Tryczynski

28 Cards –

6 Decks –

3 Learners

Sample Decks: Inheritance Tax, Capital Gains Tax, Trust Taxation

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R06

R06

Flashcard Maker: Rory Graham

59 Cards –

8 Decks –

12 Learners

Sample Decks: How Loan Trust Set Up, Recomend And Justify Steps To Improve Tax Efficiency Of Investments, Recomend And Justify Cover To Cover IHT On 2nd Death

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Tax Planning

Tax Planning

Flashcard Maker: Kirt Thorne

308 Cards –

6 Decks –

1 Learner

Sample Decks: Module 1: Income Tax Fundamentals and Calculations, Module 2: Investment Vehicle Taxation, NII, Additional Medicare Tax and Education Planning, Module 3: Tax Reduction and Management Techniques - Charitable Gifts, Estates & Trusts, Kiddie Tax, and AMT

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IND

IND

Flashcard Maker: Annie S

807 Cards –

82 Decks –

1 Learner

Sample Decks: PT 1 & 2 - Intro to Tax & Calculating Tax, PT 3, 4, 5 Taxation of Interest, Dividend & Other Taxable Income, PT6 Relief for Married Couples

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FSRE - DIPFA

FSRE - DIPFA

Flashcard Maker: Ned Clonan

175 Cards –

20 Decks –

32 Learners

Sample Decks: Topic 1 The role and structure of financial markets, Topic 2 The role of government, Topic 3 Financial services in the wider economy

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Llp

Llp

Flashcard Maker: nigs ali

53 Cards –

10 Decks –

3 Learners

Sample Decks: Exam Requirements, 1.contributing To Pensions, Feb 2017 Examiners Guide

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CFA Level 1 - Volume 1

CFA Level 1 - Volume 1

Flashcard Maker: Raihan R. Soejatna

15 Cards –

13 Decks –

1 Learner

Sample Decks: R1: Ethics And Trust In The Investment Profession, R2: Code Of Ethics And Standards Of Professional Conduct, R3: Guidance For Standards I-VII

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CPWA

CPWA

Flashcard Maker: Raymond Tinglin

231 Cards –

17 Decks –

6 Learners

Sample Decks: Tax Planning, Charitable Planning, Executive Compensation

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FAC1503

FAC1503

Flashcard Maker: Katie Berente

87 Cards –

9 Decks –

2 Learners

Sample Decks: Unit 1- The Nature And Function Of Accounting, Unit 9- Correspondents, Unit 8- Trust Investments, Interest Received And Bank Charges

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August

August

Flashcard Maker: Sagar Kosti

179 Cards –

51 Decks –

3 Learners

Sample Decks: Representation of people(Amendment) 2017 bill, COMCASA, BIMSTEC

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CFA LEVEL 1 NOTES

CFA LEVEL 1 NOTES

Flashcard Maker: Benson Peters

375 Cards –

63 Decks –

2 Learners

Sample Decks: Reading 1: Ethics and Trust in the Investment Profession, Reading 2: Code of Ethics and Standards of Professional Conduct, Reading 3: Standard 1 (Professionalism)

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Intro Chapter 7 - Investment Funds

Intro Chapter 7 - Investment Funds

Flashcard Maker: Luke O'Mahoney

49 Cards –

6 Decks –

1 Learner

Sample Decks: Introduction, Unit Trusts, Open - ended Investment Company

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AF1

AF1

Flashcard Maker: Chris Rayburn

64 Cards –

12 Decks –

1 Learner

Sample Decks: Trusts - Tax Treatment, IHT, Income Tax

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CII - R03 (SW)

CII - R03 (SW)

Flashcard Maker: Steven Winder

91 Cards –

15 Decks –

1 Learner

Sample Decks: 1 - Income Tax (Types of income), 1 - Income tax (Deduction, Total income, Interest, Gifts, Pension payments, Employee benefits), 1 - Income Tax (Personal allowances, Calculating the income tax, Families)

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Ethical and Professional Standards and Quantitative Methods

Ethical and Professional Standards and Quantitative Methods

Flashcard Maker: Joey Tan

149 Cards –

3 Decks –

1 Learner

Sample Decks: L1. Ethics and Trust in the Investment Profession, L2. Code of ethics and standards of professional conduct, L3. Guidance for Standards I-VII

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Book 5: portfolio management and professional and ethical standards

Book 5: portfolio management and professional and ethical standards

Flashcard Maker: Trevor Dee

109 Cards –

13 Decks –

1 Learner

Sample Decks: Reading 61: portfolio management- an overview, Reading 62: portfolio risk and return- part I, Reading 63: portfolio risk and return- part II

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Ethics

Ethics

Flashcard Maker: Cindy M

70 Cards –

3 Decks –

1 Learner

Sample Decks: Ethics: Ethics and Trust in the Investment Profession, COS 1: Professionalism, COS 2: Integrity of Capital Markets

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CFP 2023 - Labeled Categories

CFP 2023 - Labeled Categories

Flashcard Maker: Benjamin Simerly

150 Cards –

7 Decks –

1 Learner

Sample Decks: Behavioral, Psych, Communication, Counseling, Fundamentals - CFP Rules, Ethics, Standards, Procedures, Planning Process, Social Security

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Trusts

Trusts

Flashcard Maker: Greta Mattison Megna

62 Cards –

14 Decks –

1 Learner

Sample Decks: Express Private Trusts, Charitable Trusts, Honorary Trusts

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AF1

AF1

Flashcard Maker: Josh Harris

67 Cards –

12 Decks –

1 Learner

Sample Decks: UK income tax system and self assessment, Capital gains tax, Social security benefits

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ATT - Personal Income Tax (NEW)

ATT - Personal Income Tax (NEW)

Flashcard Maker: Ben Beard

80 Cards –

40 Decks –

4 Learners

Sample Decks: Chapter 4 – taxation of dividend income, Chapter 5 – Other Taxable Income, Chapter 6 – Relief for married couples

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CPA - FAR Additions

CPA - FAR Additions

Flashcard Maker: chrystal gabriel

44 Cards –

8 Decks –

1 Learner

Sample Decks: Ratios, Statement of Cash Flows, Statements of Employee Benefits/Trust

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Enrolled Agent: Individuals

Enrolled Agent: Individuals

Flashcard Maker: Mary Darby

31 Cards –

20 Decks –

1 Learner

Sample Decks: 1.2 Filing Status and Residency, Taxation Of Estates And Trusts - Part 3, Taxation Of Eststes And Trusts - Part 2

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Offshore Financial Centres

Offshore Financial Centres

Flashcard Maker: Ellie Ricou

35 Cards –

7 Decks –

1 Learner

Sample Decks: Offshore Characteristics, Users & uses of Ofshore Centres, Trust & Comany Products & Services

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