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  • Sjp Llp
    Sjp Llp

    Sjp Llp

    By: Nick Tock
    CGT, Risk, Care...
    18
    Decks
    159
    Flashcards
    5
    Learners
  • Securities and Investments
    Securities and Investments

    Securities and Investments

    By: Jenson Davies
    Chapter 1: Intro, Chapter 3: Equities, Chapter 4: Bonds...
    11
    Decks
    343
    Flashcards
    1
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  • CFA Level 1
    CFA Level 1

    CFA Level 1

    By: John Herrmann
    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...
    9
    Decks
    410
    Flashcards
    1
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  • R03 - Tax
    R03 - Tax

    R03 - Tax

    By: Scott Harris
    Inheritance tax, Trusts, Income tax...
    10
    Decks
    140
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    1
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  • Trusts
    Trusts

    Trusts

    By: Alex Golding
    Charitable Purpose Trusts and Non-charitable Trusts, Constructive and Resulting Trusts, Constitution of Trusts...
    15
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    278
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    1
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  • Tax, Trusts And Tax Compliance
    Tax, Trusts And Tax Compliance

    Tax, Trusts And Tax Compliance

    By: Alex J
    Topic 1 - Approaches To Personal Tax Liabilties, Topic 2 - Trust Classifications, Topic 3 - Impact of Taxation on Investment Strategies...
    10
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    205
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    2
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  • 3. AF4
    3. AF4

    3. AF4

    By: Angela Geraghty
    Cash & Fixed Interest, Investment Valuation Ratios, Equity Valuation...
    15
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    290
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    1
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  • Book 5: portfolio management and professional and ethical standards
    Book 5: portfolio management and professional and ethical standards

    Book 5: portfolio management and professional and ethical standards

    By: Trevor Dee
    Reading 61: portfolio management- an overview, Reading 62: portfolio risk and return- part I, Reading 63: portfolio risk and return- part II...
    13
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    109
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    5
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  • Financial Planning: FP513
    Financial Planning: FP513

    Financial Planning: FP513

    By: Jen Verscheure
    1.1 Securities Market and Money Market Instruments, 2.1 Features of Debt Securities, 2.2 Convertible Securities...
    24
    Decks
    195
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    3
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  • R02
    R02

    R02

    By: James Coldwell
    Chapter 1 - Cash Investments & Fixed Securities, Exam Extras, Chapter 11 - The Performance Of Investments...
    12
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    187
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    3
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  • FLK2 - Equity & Trusts
    FLK2 - Equity & Trusts

    FLK2 - Equity & Trusts

    By: L D
    Declarations of trust, Constitution of trusts, Beneficial entitlement...
    13
    Decks
    136
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    1
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  • CFA LEVEL 1 NOTES
    CFA LEVEL 1 NOTES

    CFA LEVEL 1 NOTES

    By: Benson Peters
    Reading 1: Ethics and Trust in the Investment Profession, Reading 2: Code of Ethics and Standards of Professional Conduct, Reading 3: Standard 1 (Professionalism)...
    63
    Decks
    375
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    2
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  • AF1
    AF1

    AF1

    By: Josh Harris
    UK income tax system and self assessment, Capital gains tax, Taxation of investments...
    10
    Decks
    104
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    1
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  • Tax Planning
    Tax Planning

    Tax Planning

    By: Kirt Thorne
    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...
    6
    Decks
    308
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    1
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  • R06
    R06

    R06

    By: Rory Graham
    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...
    8
    Decks
    59
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    11
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  • J02 BTS
    J02 BTS

    J02 BTS

    By: Simon Adams
    The Parties to a Trust, Use of a Trust, Exam style questions...
    12
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    734
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    1
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  • Ethical and Professional Standards
    Ethical and Professional Standards

    Ethical and Professional Standards

    By: Manny Smith
    LM:1 Ethics and Trust In The Investment Profession, LM:2 Code Of Ethics & Standards Of Professional Conduct, LM:3 Guidance For Standards I-VII...
    4
    Decks
    94
    Flashcards
    1
    Learner
  • SJP LLP Feb 2020
    SJP LLP Feb 2020

    SJP LLP Feb 2020

    By: Brian O'Connell
    Income Tax, CGT, Retirement Planning (DB, DC etc)...
    11
    Decks
    44
    Flashcards
    1
    Learner
  • CFA L1 - Module (Custom) Quizzes
    CFA L1 - Module (Custom) Quizzes

    CFA L1 - Module (Custom) Quizzes

    By: John Herrmann
    Quant - Rates & Returns, Quant - Time-Value of Money, Quant - Stat. Measures of Asset Returns...
    12
    Decks
    295
    Flashcards
    1
    Learner
  • Llp
    Llp

    Llp

    By: n pritchard
    18 Legal Aspects of LLP, 17 LTC: Product Solutions, 16 LTC: State Provision...
    18
    Decks
    147
    Flashcards
    6
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  • Real Estate State Exam
    Real Estate State Exam

    Real Estate State Exam

    By: Milana Milana
    Misc. Concepts, Easements, Foreclosure...
    20
    Decks
    118
    Flashcards
    2
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  • Investment Companies
    Investment Companies

    Investment Companies

    By: trey abc
    Investment Companies/Retirement Plans, Management Companies, Unit Investment Trusts (UIT's)...
    5
    Decks
    164
    Flashcards
    4
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  • Trusts Term 2
    Trusts Term 2

    Trusts Term 2

    By: Saffron Stay
    Public policy + Express private trusts, Charitable trusts, Fiduciary Duty & Conflict of interest...
    4
    Decks
    129
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    4
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  • RO2 - Chapter 7 - Indirect investments – unit trusts, OEICs and investment trust companies
    RO2 - Chapter 7 - Indirect investments – unit trusts, OEICs and investment trust companies

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

    By: Peter Hicks
    Chapter 7 - Test
    1
    Decks
    52
    Flashcards
    6
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  • ACTP 312
    ACTP 312

    ACTP 312

    By: Tom Taiaroa
    Assessable Income, NZ Residence, Double Tax Treaties...
    20
    Decks
    191
    Flashcards
    3
    Learners
  • AF4 Investment planning
    AF4 Investment planning

    AF4 Investment planning

    By: Ashley Deleane
    Time Value of Money, Future Value, Holding Period Returns, Equity Ratios, Types of Equities, Fixed Interest, Investments Trusts...
    7
    Decks
    156
    Flashcards
    1
    Learner
  • AF5
    AF5

    AF5

    By: Nick Tock
    Risk, Review, Security Of David’s Cash...
    31
    Decks
    76
    Flashcards
    11
    Learners
  • 33
    33

    33

    By: Olly Slaney
    Indirect Investments, Trusts, Income Tax...
    13
    Decks
    91
    Flashcards
    1
    Learner
  • GGR03
    GGR03

    GGR03

    By: George Greenhaugh
    Chapter 1 Income Tax, Workbook 2 NI, Workbook3 CGT...
    7
    Decks
    104
    Flashcards
    1
    Learner
  • R06 - July 2024
    R06 - July 2024

    R06 - July 2024

    By: Jay Ngo
    Case Study 1 - Max, Case Study 2 - Amir and Karina, Financial Advice - General...
    10
    Decks
    106
    Flashcards
    1
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