Retirement Flashcards & Quizzes

Retirement

Retirement

Flashcard Maker: Leo O'Connor

640 Cards –

11 Decks –

28 Learners

Sample Decks: Chapter 3 - Qualified Plan Overview, Chapter 4 - Qualified Pension Plans, Chapter 5 - Profit Sharing Plans

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CFP 4 Retirement & Benefits

CFP 4 Retirement & Benefits

Flashcard Maker: David Freiler

1,392 Cards –

17 Decks –

200 Learners

Sample Decks: Retirement: 1-1 Retirement Needs Analysis, Retirement: 1-2 Retirement Planning Process, Retirement: 1-3,4 Retirement Planning Calculations

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Retirement Planning

Retirement Planning

Flashcard Maker: Tommy Boye

367 Cards –

25 Decks –

5 Learners

Sample Decks: CH 1 - Pension & Retirement Planning Overview, CH 2 - The Retirement Field, CH 3 - Preliminary Concerns

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Retirement

Retirement

Flashcard Maker: Jeff Kort

209 Cards –

10 Decks –

10 Learners

Sample Decks: Defined Benefit Plans, Qualified Plans, Other Tax Advantaged Plans

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Retirement Planning

Retirement Planning

Flashcard Maker: Omen Quelvog

256 Cards –

8 Decks –

1 Learner

Sample Decks: Qualified Plans Requirements, DB Plans, PS and DC Plans

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Retirement Planning

Retirement Planning

Flashcard Maker: Ruby Grewal

111 Cards –

14 Decks –

8 Learners

Sample Decks: OAS and CPP benefits, RRSPs and RRIFs, Pension Plans, DPSPs, and LIRAs

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Retirement

Retirement

Flashcard Maker: John Cochran

394 Cards –

11 Decks –

1 Learner

Sample Decks: Chapter 1, Chapter 2, Chapter 3

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R04 - Pensions & Retirement Planning

R04 - Pensions & Retirement Planning

Flashcard Maker: Peter Hicks

460 Cards –

10 Decks –

3 Learners

Sample Decks: Chapter 1 - Context of Pension Planning, Chapter 2 - HMRC tax regime: contributions and allowances, Chapter 3 - HMRC tax regime: benefits, reliefs and overseas schemes

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Retirement Plans Final

Retirement Plans Final

Flashcard Maker: Hannah Nearey

91 Cards –

5 Decks –

3 Learners

Sample Decks: Distribution Of Qualified Plans, Plan Selection and Administration, IRAS and Roth IRAS

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Retirement

Retirement

Flashcard Maker: Erik Thurnher

304 Cards –

37 Decks –

2 Learners

Sample Decks: Required Minimum Distributions, General Retirement Planning, Social Security - Family Benefit

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Retirement Basics

Retirement Basics

Flashcard Maker: K G

49 Cards –

1 Decks –

1 Learner

Sample Decks: DC Plans

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CFP - Retirement Planning

CFP - Retirement Planning

Flashcard Maker: Courtney Kenning

243 Cards –

8 Decks –

4 Learners

Sample Decks: Qualified Plans, Qualified Pension Plan, Profit Sharing Plans

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Retirement- CFP

Retirement- CFP

Flashcard Maker: Joni Preston

63 Cards –

1 Decks –

2 Learners

Sample Decks: Retirement

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Retirement & Employee Benefits

Retirement & Employee Benefits

Flashcard Maker: Yerassyl Sundetbayev

129 Cards –

5 Decks –

1 Learner

Sample Decks: Lesson 1, Lesson 2, Lesson 3

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SIE Retirements

SIE Retirements

Flashcard Maker: Candace Houghton

114 Cards –

3 Decks –

6 Learners

Sample Decks: Variable Annuities (UITs), Retirement Plans, Education and Health Savings Plans

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HS326 - Retirement Planning

HS326 - Retirement Planning

Flashcard Maker: Louie Berentschot

38 Cards –

1 Decks –

22 Learners

Sample Decks: HS326 - Retirement

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FP515 Retirement Savings and Income Planning

FP515 Retirement Savings and Income Planning

Flashcard Maker: Justin Rush

300 Cards –

8 Decks –

3 Learners

Sample Decks: Module 1, Module 2, Module 3

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Retirement Planning

Retirement Planning

Flashcard Maker: Jamar Blackman

253 Cards –

3 Decks –

5 Learners

Sample Decks: Foundations of Retirement Planning part 2 final, Foundations of Retirement Planning part 2 final, Foundations of Retirement Planning part one

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Retirement Planning- FIP

Retirement Planning- FIP

Flashcard Maker: LaToya Grant

263 Cards –

5 Decks –

4 Learners

Sample Decks: Unit 1- Intro to retriement planning, Unit 2- GOVERNMENT sponsored retirement Income programs, UNIT 3- EMPLOYER sponsored Pension Plans

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R04 - Pensions & retirement planning

R04 - Pensions & retirement planning

Flashcard Maker: Scott Harris

144 Cards –

12 Decks –

1 Learner

Sample Decks: Introduction, Money In, During

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Retirement Savings and Income Planning

Retirement Savings and Income Planning

Flashcard Maker: Christopher Marrone

355 Cards –

11 Decks –

1 Learner

Sample Decks: Retirement Needs Analysis, Social Security and Medicare, Medicaid

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Retirement Plans Exam 2

Retirement Plans Exam 2

Flashcard Maker: Hannah Nearey

71 Cards –

3 Decks –

1 Learner

Sample Decks: Chapter 3 - Vesting and Plan Limits, Chapter 4 - Pension Plans, Chapter 5 and 6 - Profit Sharing Plans and ESOPs

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CFP 5 - Retirement Savings and Income Planning

CFP 5 - Retirement Savings and Income Planning

Flashcard Maker: Mike Hcolluccm

164 Cards –

10 Decks –

6 Learners

Sample Decks: 105-1 Qualified Plan Requirements & Regulatory Plan Considerations, 105-2 Defined Benefit & Other Pension Plans, 105-3 Profit-Sharing and Other Defined Contribution Plans

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Retirement Planning & Employee Benefits

Retirement Planning & Employee Benefits

Flashcard Maker: Tim Wiand

706 Cards –

5 Decks –

3 Learners

Sample Decks: Introduction to Qualified Plans (Lesson 1), Pension Plans and Profit Sharing Plans (Lesson 2), Administration of Qualified Plans (Lesson 3)

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Retirement Planning

Retirement Planning

Flashcard Maker: Max Pashman

465 Cards –

2 Decks –

1 Learner

Sample Decks: Retirement Planning, Estate Planning

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Series 7 Top Off Retirements

Series 7 Top Off Retirements

Flashcard Maker: Candace Houghton

149 Cards –

3 Decks –

6 Learners

Sample Decks: Variable Annuities, Retirement Plans, Education and Health Savings Plans

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Retirment Planning

Retirment Planning

Flashcard Maker: John Abel

280 Cards –

5 Decks –

1 Learner

Sample Decks: Qualified Plans, Deferred Compensation & Employee Benefits, Other Tax-Advantaged Plans

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Course 5: Retirement Savings and Income Planning

Course 5: Retirement Savings and Income Planning

Flashcard Maker: Michael Byrns

275 Cards –

7 Decks –

1 Learner

Sample Decks: Module 1: Qualified Plan Requirements and Regulatory Plan Considerations, Module 2: Defined Benefits and Other Pension Plans, Module 3: Profit-Sharing and Other Defined Contribution Plans

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Retirement Savings and Income Planning

Retirement Savings and Income Planning

Flashcard Maker: Tom Anichini

40 Cards –

2 Decks –

1 Learner

Sample Decks: Types of Retirement Plans, Social Security

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ChFC - Retirement Planning & Employee Benefits

ChFC - Retirement Planning & Employee Benefits

Flashcard Maker: Jose Ledesma

58 Cards –

5 Decks –

2 Learners

Sample Decks: 02. Retirement Planning Accumulation & Distributions, 03. Qualified Plan Overview, Calculations & Formulas

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spanish for retires

spanish for retires

Flashcard Maker: david zirin

83 Cards –

8 Decks –

1 Learner

Sample Decks: lesson 1, lesson 2, 3 and 4, lesson 5

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Retirement Plans

Retirement Plans

Flashcard Maker: Bob Brown

263 Cards –

2 Decks –

2 Learners

Sample Decks: Retirement Plans, Retirement Overview

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Dalton Review: Retirement Planning (2015)

Dalton Review: Retirement Planning (2015)

Flashcard Maker: Kinna Walker Ŧ

29 Cards –

1 Decks –

11 Learners

Sample Decks: Flash Cards

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CFP - Retirement Planning

CFP - Retirement Planning

Flashcard Maker: Justin Mourning

16 Cards –

1 Decks –

4 Learners

Sample Decks: Key Terms

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Retirement Objection Handling

Retirement Objection Handling

Flashcard Maker: Danielle Robinson

20 Cards –

1 Decks –

1 Learner

Sample Decks: Objections

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retirment

retirment

Flashcard Maker: Andrew Powanda

145 Cards –

1 Decks –

2 Learners

Sample Decks: Retirement Review Questions

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retirement class

retirement class

Flashcard Maker: Myat Noe Pwint Phyu

93 Cards –

3 Decks –

1 Learner

Sample Decks: portal qs, review q, cumulative exam

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CFP - RETIREMENT

CFP - RETIREMENT

Flashcard Maker: Jerod Yee

52 Cards –

3 Decks –

1 Learner

Sample Decks: Intro to Qualified Plans (L1), Pension Plans and Profit Sharing Plan (L2), Administration of Qualified Plans (L3)

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Notes from Quizzes - Retirement

Notes from Quizzes - Retirement

Flashcard Maker: Carolyn W

272 Cards –

1 Decks –

1 Learner

Sample Decks: Dalton Quizzes

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Retirement

Retirement

Flashcard Maker: Jamie Duval

22 Cards –

1 Decks –

1 Learner

Sample Decks: Retirement Terms

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DALTON - Retirement and Employee Benefits Planning Quiz Flashcards

DALTON - Retirement and Employee Benefits Planning Quiz Flashcards

Flashcard Maker: Michael Byrns

79 Cards –

1 Decks –

3 Learners

Sample Decks: Wrong Questions

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7: 5 Taxes & Retirement

7: 5 Taxes & Retirement

Flashcard Maker: Brandy S

91 Cards –

5 Decks –

1 Learner

Sample Decks: 1, 2, 3 b

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Retirement Planning & Employee Benefits

Retirement Planning & Employee Benefits

Flashcard Maker: Sam Gleaves

163 Cards –

1 Decks –

2 Learners

Sample Decks: Retirement Planning & Employee Benefits Review Questions

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Retirement planning

Retirement planning

Flashcard Maker: Lucia YP WANG

52 Cards –

3 Decks –

1 Learner

Sample Decks: OAS CPP, RRSP, Annuity

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Retirement planning

Retirement planning

Flashcard Maker: kody nix

67 Cards –

2 Decks –

1 Learner

Sample Decks: Test 2, final

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Resi R

Resi R

Flashcard Maker: Ruben Mendoza Ramos

300 Cards –

3 Decks –

653 Learners

Sample Decks: Cardio, Endocrino, Gastro

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Retirement

Retirement

Flashcard Maker: Brooke Davis

26 Cards –

1 Decks –

1 Learner

Sample Decks: Exam 1

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Retirement Planning

Retirement Planning

Flashcard Maker: mary noll

39 Cards –

1 Decks –

1 Learner

Sample Decks: Types Of Retirement Plans

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retired cards

retired cards

Flashcard Maker: j j

33 Cards –

1 Decks –

1 Learner

Sample Decks: retired cards

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Retirement Planning

Retirement Planning

Flashcard Maker: Nick Sapienza

18 Cards –

1 Decks –

1 Learner

Sample Decks: Retirement Planning

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CRPS - Module #1 - Types & Characteristics of Retirement Plans

CRPS - Module #1 - Types & Characteristics of Retirement Plans

Flashcard Maker: Thomas Glover

34 Cards –

1 Decks –

1 Learner

Sample Decks: Chapter 1

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Kaplan: Retirement Planning

Kaplan: Retirement Planning

Flashcard Maker: Anonymous Person

45 Cards –

1 Decks –

1 Learner

Sample Decks: Exhibit 1: Retirement Plans (pg. 11)

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retirement planning

retirement planning

Flashcard Maker: Aakriti Madhra

20 Cards –

1 Decks –

1 Learner

Sample Decks: unit 1

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Retirement in elite sport

Retirement in elite sport

Flashcard Maker: Gina Rapacioli

29 Cards –

1 Decks –

1 Learner

Sample Decks: Retirement in elite sport

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Vitreous And Retinal Detachment

Vitreous And Retinal Detachment

Flashcard Maker: Laiba Ahmed

173 Cards –

7 Decks –

4 Learners

Sample Decks: General Information, Posterior Vitreous Detachment, Vitreous Haemorrhage

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2ic Discipline De Tir #2

2ic Discipline De Tir #2

Flashcard Maker: Bob Marley

70 Cards –

2 Decks –

13 Learners

Sample Decks: Deck 1, Question examen FIRE D

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RPA 1 Directing Retirement Plans Part 1

RPA 1 Directing Retirement Plans Part 1

Flashcard Maker: Sarah Probasco

23 Cards –

2 Decks –

1 Learner

Sample Decks: Module 1 - Private Retirement Plans - Background, Module 2 - Defined Contribution And Defined Benefit Structures

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Retirement

Retirement

Flashcard Maker: C R

15 Cards –

5 Decks –

1 Learner

Sample Decks: Social Security, IRAs, RMD

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Retirment Planning

Retirment Planning

Flashcard Maker: R L

18 Cards –

4 Decks –

1 Learner

Sample Decks: Contextual Levels Of Net Worth, Common Financial Goals, Compontents Of Financial Planning

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Vitreo-Retinal

Vitreo-Retinal

Flashcard Maker: Oliver Solis

85 Cards –

10 Decks –

2 Learners

Sample Decks: Vitreous Floaters and PVD, Retinal Artery Occlusion, Retinal Vein Occlusion

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Discipline De Tir

Discipline De Tir

Flashcard Maker: Alex Mondor

24 Cards –

1 Decks –

2 Learners

Sample Decks: Discipline De Tir

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2 ic discipline de tir

2 ic discipline de tir

Flashcard Maker: david delauniere

42 Cards –

1 Decks –

1 Learner

Sample Decks: discipline de tir

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Retirement Plans - Employer Plans

Retirement Plans - Employer Plans

Flashcard Maker: Erik Thurnher

19 Cards –

4 Decks –

1 Learner

Sample Decks: Two Sources Of Income, SEP-IRAs, Employer Plans - FICA

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09 Retinal Organization

09 Retinal Organization

Flashcard Maker: Emily Bryant

28 Cards –

1 Decks –

2 Learners

Sample Decks: 09 Retinal Organization

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CFP CURRENT - Danko Flashcards

CFP CURRENT - Danko Flashcards

Flashcard Maker: Brett Danko

275 Cards –

7 Decks –

1,346 Learners

Sample Decks: Behavioral Finance, General Principles, Insurance

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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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Test your recall

Test your recall

Flashcard Maker: Anonymous Student

1,255 Cards –

38 Decks –

3 Learners

Sample Decks: Key Facts and Figures, Key Ratios, GPFP - 1

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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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EPPP

EPPP

Flashcard Maker: Alisa Ti

3,588 Cards –

29 Decks –

1,636 Learners

Sample Decks: Ethics & Professional Issues, Abnormal Psychology DSM-IV (OLD), EPPP Test Questions

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CRPC

CRPC

Flashcard Maker: Nicolas Stanley

301 Cards –

11 Decks –

60 Learners

Sample Decks: Maximizing the Client Experience During the Retirement Planning Process, Principles & Strategies When Investing for Retirement, Strategies for Maximizing Social Security Benefits

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My CFP Flashcards

My CFP Flashcards

Flashcard Maker: Carly Jeavons

1,052 Cards –

21 Decks –

26 Learners

Sample Decks: Professional Conduct, General Principles, BIG RETIREMENT CONCEPTS (Every Day)

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EPPP shorter

EPPP shorter

Flashcard Maker: Kaitlyn Card

3,588 Cards –

29 Decks –

196 Learners

Sample Decks: Ethics & Professional Issues, Abnormal Psychology DSM-IV (OLD), EPPP Test Questions

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CFP

CFP

Flashcard Maker: peter mayer

750 Cards –

16 Decks –

16 Learners

Sample Decks: Estate Planning, Tax, Insurance

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own deck

own deck

Flashcard Maker: Saki K

413 Cards –

7 Decks –

15 Learners

Sample Decks: General Principles, Insurance, Investment

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CFP

CFP

Flashcard Maker: James Basiliere

177 Cards –

7 Decks –

13 Learners

Sample Decks: General, Insurance, Investments

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CFP EXAM - SM - Danko

CFP EXAM - SM - Danko

Flashcard Maker: Stephanie Malewski

968 Cards –

8 Decks –

42 Learners

Sample Decks: General Principles, Insurance, Investment

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EPPP (Sinhae)

EPPP (Sinhae)

Flashcard Maker: Neil Meyer

3,588 Cards –

29 Decks –

22 Learners

Sample Decks: Ethics & Professional Issues, Abnormal Psychology DSM-IV (OLD), EPPP Test Questions

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Me

Me

Flashcard Maker: Jonathon Allen

1,549 Cards –

9 Decks –

29 Learners

Sample Decks: GP Review Questions, Insurance Review Questions, Investment Review Questions

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EPPP (Libby)

EPPP (Libby)

Flashcard Maker: Neil Meyer

3,588 Cards –

29 Decks –

18 Learners

Sample Decks: Ethics & Professional Issues, Abnormal Psychology DSM-IV (OLD), EPPP Test Questions

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CFP

CFP

Flashcard Maker: Liz sylvan

1,334 Cards –

8 Decks –

51 Learners

Sample Decks: Financial Planning General, Ethics and Standards, Insurance Planning

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CFP 2022

CFP 2022

Flashcard Maker: Daniel Montes

825 Cards –

17 Decks –

1 Learner

Sample Decks: Investments - Mod 1 Sec Mkts and MMkt Instruments, Investments - Mod 2 Debt Investments, Investments - Mod 3 Equity Investments and Managed Assets

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CFP - Finley

CFP - Finley

Flashcard Maker: Doug Finley

1,606 Cards –

11 Decks –

10 Learners

Sample Decks: CFP - 2.1 Insurance, CFP - 2.2 Insurance, CFP - 2.3 Insurance

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Russian

Russian

Flashcard Maker: Sarah K

1,190 Cards –

8 Decks –

2 Learners

Sample Decks: Retired Cards Batch 1, Russian In Russia, Encountered Words

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Old Flashcards - DO NOT USE

Old Flashcards - DO NOT USE

Flashcard Maker: Sol@Brainscape (Tech Support)

242 Cards –

6 Decks –

39 Learners

Sample Decks: General Principles, Insurance, Investment

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CFP EXAM FLASHCARDS

CFP EXAM FLASHCARDS

Flashcard Maker: John Z

360 Cards –

7 Decks –

4 Learners

Sample Decks: General Principles, Insurance, Investment

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1. CFP Exam (updating w/ 2017 numbers from CFFP)

1. CFP Exam (updating w/ 2017 numbers from CFFP)

Flashcard Maker: Daniel Cutter

990 Cards –

17 Decks –

118 Learners

Sample Decks: General Financial Planning Principles (17%), Terms, Concepts

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CFP

CFP

Flashcard Maker: NIcole Stotts

634 Cards –

10 Decks –

2 Learners

Sample Decks: Tax, Investments, Insurance

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CRPC

CRPC

Flashcard Maker: LOIS LIM

331 Cards –

9 Decks –

8 Learners

Sample Decks: MODULE 9 FIDUCIARY, ETHICAL AND REGULATORY ISSUES FOR ADVISORS, MODULE 8 ACHIEVING TAX AND ESTATE PLANNING OBJECTIVES IN RETIREMENT, MODULE 7 DESIGNING OPTIMAL RETIREMENT INCOME STREAMS

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RPA 2

RPA 2

Flashcard Maker: Patrick Bross

363 Cards –

13 Decks –

28 Learners

Sample Decks: 1 - Investment Management Within Retirement Plans, 2 - Individual Retirement Accounts (IRAs), 3 - Keogh and Small Employer Plans

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CFP - my flashcards

CFP - my flashcards

Flashcard Maker: Susan Roman

516 Cards –

6 Decks –

1 Learner

Sample Decks: General Principles, Insurance, Investments

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income tax

income tax

Flashcard Maker: Paulo Gomes

475 Cards –

3 Decks –

63 Learners

Sample Decks: Income Tax Review Questions, Retirement Review Questions, Estate Review Questions

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Series 7

Series 7

Flashcard Maker: Erin McLaughlin

1,376 Cards –

16 Decks –

7 Learners

Sample Decks: Equities Questions, Debt Questions, Debt-CM

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LLQP

LLQP

Flashcard Maker: jared stevens

135 Cards –

7 Decks –

39 Learners

Sample Decks: Investment Products, Investments and Retirement, Disabiltiy

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Comprehensive

Comprehensive

Flashcard Maker: Michelle Pace

1,168 Cards –

9 Decks –

1 Learner

Sample Decks: Fundamentals, Calculations, Insurance

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RPA 1

RPA 1

Flashcard Maker: Patrick Bross

309 Cards –

11 Decks –

57 Learners

Sample Decks: 1 - Private Retirement Plan and Social Security Development, RPA 1 Practice Questions, 2 - Understanding Retirement Risks

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CFP Canada

CFP Canada

Flashcard Maker: C D

336 Cards –

7 Decks –

35 Learners

Sample Decks: Fundamentals of Financial Planning, Investment Planning, Retirement Planning

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Nicole

Nicole

Flashcard Maker: Nicole Gassman

671 Cards –

13 Decks –

10 Learners

Sample Decks: cat, 1, Dog

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CPWA

CPWA

Flashcard Maker: katheryn jones

372 Cards –

11 Decks –

81 Learners

Sample Decks: Ethics, Behavioral Finance, Family Wealth Dynamics

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Exam time

Exam time

Flashcard Maker: Tara Clark

707 Cards –

6 Decks –

3 Learners

Sample Decks: Fundamentals, Insurance, Investments

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CFP Extra

CFP Extra

Flashcard Maker: Christina Pucek

425 Cards –

8 Decks –

1 Learner

Sample Decks: Code of Ethics and Standards, Insurance, Investment

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CFP

CFP

Flashcard Maker: Josh Hill

951 Cards –

6 Decks –

5 Learners

Sample Decks: Principles, Risk Management, Investments

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Danko + MJG

Danko + MJG

Flashcard Maker: Michael G

426 Cards –

7 Decks –

5 Learners

Sample Decks: General Principles, Insurance, Investment

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CFP

CFP

Flashcard Maker: Nathan Weddle

767 Cards –

13 Decks –

59 Learners

Sample Decks: General Principles, Retirement Planning, Insurance

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EPPP 1664

EPPP 1664

Flashcard Maker: Bill MacLaney

1,654 Cards –

16 Decks –

34 Learners

Sample Decks: Lifespan Development, Social Psychology, Test Construction

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Investment Vehicles

Investment Vehicles

Flashcard Maker: Jordan Reynolds

185 Cards –

10 Decks –

1 Learner

Sample Decks: Equity Securities, Debt Securities, Municipal Securities

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CFP

CFP

Flashcard Maker: Tom Custance

258 Cards –

7 Decks –

21 Learners

Sample Decks: General Principles, Misc Subjects, Estate

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CFP Exam

CFP Exam

Flashcard Maker: Erin Little

829 Cards –

6 Decks –

1 Learner

Sample Decks: Investments, Tax, Retirement

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QAFP

QAFP

Flashcard Maker: Chris Farnham

553 Cards –

12 Decks –

3 Learners

Sample Decks: Lending, Credit Disbursement And Collection, Life & Disability

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CFP additional cards

CFP additional cards

Flashcard Maker: Robert Folkes

380 Cards –

8 Decks –

7 Learners

Sample Decks: Fundamentals, Insurance, Tax

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Financial Planning Fundamentals

Financial Planning Fundamentals

Flashcard Maker: O'Zell Golden

148 Cards –

6 Decks –

1 Learner

Sample Decks: Fundamentals Fin. Planning, Insurance, Investments

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Activité physique et comportement de santé

Activité physique et comportement de santé

Flashcard Maker: Élyse Boulanger

1,284 Cards –

18 Decks –

2 Learners

Sample Decks: les biens faits de l'A.P vs sédentarité, le tabagisme, le sommeil

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Yeoman SWE Study

Yeoman SWE Study

Flashcard Maker: Blake Tilton

520 Cards –

19 Decks –

82 Learners

Sample Decks: Life Insurance, HHG Weight Allowances, Overpayments

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Live Review All Topics

Live Review All Topics

Flashcard Maker: Dan Jackson

363 Cards –

6 Decks –

1 Learner

Sample Decks: Income Tax, General Principles, Insurance

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Series 66

Series 66

Flashcard Maker: Justin Bettinger

244 Cards –

12 Decks –

80 Learners

Sample Decks: Chapter 1, Chapter 2, 66 Key Concepts

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Victor's Personal CFP

Victor's Personal CFP

Flashcard Maker: Victor Colella

505 Cards –

7 Decks –

3 Learners

Sample Decks: Standards and Insurance, General Principles, Investments

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CFP Review

CFP Review

Flashcard Maker: Justin Pagan

279 Cards –

5 Decks –

10 Learners

Sample Decks: Retirement Planning, Estate Planning, Income tax

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Beth CFP 2020 Final Deck

Beth CFP 2020 Final Deck

Flashcard Maker: Beth Lofgren

434 Cards –

7 Decks –

4 Learners

Sample Decks: General Principles, Insurance, Investment

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CFP Memorize

CFP Memorize

Flashcard Maker: Mike Mattes

234 Cards –

6 Decks –

11 Learners

Sample Decks: Estate, Income Tax, Retirement

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CFP Exam Review

CFP Exam Review

Flashcard Maker: Galen Rasche

253 Cards –

7 Decks –

9 Learners

Sample Decks: Behavioral Finance Terminology, General Principles, Insurance Planning

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CFP

CFP

Flashcard Maker: Jamie Lovin

518 Cards –

7 Decks –

1 Learner

Sample Decks: Income Tax, General Financial Planning, Retirement

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Enrolled Agent: Individual Exam 2020

Enrolled Agent: Individual Exam 2020

Flashcard Maker: susan smaus

876 Cards –

32 Decks –

122 Learners

Sample Decks: Standard Deduction and Filing Requirements, Due Dates and Penalties, Filing Status: Single, Married Filing Joint (MFJ) and Married Filing Seperate (MFS)

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Series 65 Exam

Series 65 Exam

Flashcard Maker: Justin Bettinger

324 Cards –

13 Decks –

159 Learners

Sample Decks: Financial Profile Of A Client, Portfolio Management Styles/Techniques, Exam One

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CFP TL VERSION

CFP TL VERSION

Flashcard Maker: Tyson Lokke

263 Cards –

6 Decks –

1 Learner

Sample Decks: Insurance Review, Retirement, Income Tax

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CFP Exam: March 2013

CFP Exam: March 2013

Flashcard Maker: Jon Sycamore

1,075 Cards –

7 Decks –

5 Learners

Sample Decks: Fundamentals, Insurance, Investments

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CFP

CFP

Flashcard Maker: Molly McKenna

377 Cards –

7 Decks –

2 Learners

Sample Decks: CFP tax sections, Risk Management and Insurance, Investment Planning

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CRPC

CRPC

Flashcard Maker: Griffin Horne

288 Cards –

8 Decks –

7 Learners

Sample Decks: Module 2- Principles and Strategies When Investing for Retirement, Module 1 Chapter 1-3, Module 4 Bridging The Income Gap

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Enrolled Agent-Individual-2022

Enrolled Agent-Individual-2022

Flashcard Maker: Kayla Jones

741 Cards –

22 Decks –

8 Learners

Sample Decks: Gains & Losses: Basis Of Property, Income: Wages, Salaries, & Other Income, Taxpayers & Dependents

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Federal tax prep

Federal tax prep

Flashcard Maker: Jennifer Wendt

1,518 Cards –

33 Decks –

36 Learners

Sample Decks: Ch 1 - Terms (Wages, Income, and Taxes), Ch 1 - Questions (Wages, Income, and Taxes), W2 Box 12 Codes

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Series 7 by Chapter

Series 7 by Chapter

Flashcard Maker: Leo O'Connor

1,348 Cards –

24 Decks –

64 Learners

Sample Decks: Annuities and Variable Products, Complex Options Strategies, Corporate Debt Securities and Money-Market Instruments

Show Class
BFIN 341

BFIN 341

Flashcard Maker: Ted Jbc

224 Cards –

14 Decks –

8 Learners

Sample Decks: MODULE 11: UNIT 1 Registered Pension Plan Basics, MODULE 11: UNIT 2 Defined Benefit Pension Plans, MODULE 11: UNIT 3 Individual Pension Plans

Show Class
AFM103 Introductory Finance

AFM103 Introductory Finance

Flashcard Maker: Emily Nilsen

702 Cards –

11 Decks –

97 Learners

Sample Decks: 2019 - February, Topic 1 - Personal Financial Planning, Topic 2 - Financial Planning Skills

Show Class
CFP

CFP

Flashcard Maker: Nelson Greene

663 Cards –

7 Decks –

2 Learners

Sample Decks: Fundamentals, Insurance, Investments

Show Class
QAFP

QAFP

Flashcard Maker: Alyssa Ung

186 Cards –

8 Decks –

3 Learners

Sample Decks: Tax, Insurance, Registered Plans/Retirement

Show Class
CFP

CFP

Flashcard Maker: Brendan Barry

284 Cards –

4 Decks –

1 Learner

Sample Decks: General Principals, Tax, Retirement

Show Class
CFP Exam - BIF Exam Prep

CFP Exam - BIF Exam Prep

Flashcard Maker: Casey Morford

693 Cards –

17 Decks –

18 Learners

Sample Decks: BU - CFP's Code of Ethics, BU - Formulas, BU - Standard of Conduct

Show Class
Series 7

Series 7

Flashcard Maker: Mark Ofreneo

783 Cards –

10 Decks –

6 Learners

Sample Decks: Issuing - Primary Market, Debt Instruments, Customer Accounts

Show Class
KB CFP Exam Review Flashcards

KB CFP Exam Review Flashcards

Flashcard Maker: Kara Bulhon

1,014 Cards –

9 Decks –

10 Learners

Sample Decks: General Financial Planning, Risk Management, Insurance and Employee Benefits, Investment Planning

Show Class
Cocktails

Cocktails

Flashcard Maker: Doug Rosenberg

39 Cards –

4 Decks –

2 Learners

Sample Decks: Common Cocktails, EMH Cocktails, My Ideal Classic Cocktails

Show Class
CFP

CFP

Flashcard Maker: Matthew Moore

1,444 Cards –

9 Decks –

7 Learners

Sample Decks: Professional Conduct and Regulation, General Principles of Financial Planning, Risk Management and Insurance Planning

Show Class
Superfight 2

Superfight 2

Flashcard Maker: John Abel

563 Cards –

5 Decks –

1 Learner

Sample Decks: CFP 1: Insurance & Investments, Investments, Taxes, & Beyond, Estate Planning and Beyond

Show Class
CFP Review

CFP Review

Flashcard Maker: Cra Vol

228 Cards –

6 Decks –

9 Learners

Sample Decks: Estate Planning, General Principles, Insurance Planning

Show Class
CFP - MJM Edits

CFP - MJM Edits

Flashcard Maker: Michael Mitchell

2,986 Cards –

30 Decks –

43 Learners

Sample Decks: Diagnostic Exam and Book 1, Tax - Bryant Course, Invesetments - Bryant

Show Class
CFP

CFP

Flashcard Maker: Nikki Stiavnicky

352 Cards –

7 Decks –

7 Learners

Sample Decks: Financial Math, Investment Planning, Retirement Planning

Show Class
CFP Exam Prep

CFP Exam Prep

Flashcard Maker: Marques Young

468 Cards –

17 Decks –

1 Learner

Sample Decks: Fundamentals & Insurance - Ethics, Law & Code of Ethics, Fundamentals & Insurance - RIAs, Elements of Financial Planning _ Behavioral Considerations _ Economic Business Cycle & Consumer Protection, Fundamentals & Insurance - Financial Statements & Analysis _ Education Planning _ Principles of Insurance

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CFP Canada Exam Study 2021

CFP Canada Exam Study 2021

Flashcard Maker: B B

614 Cards –

13 Decks –

15 Learners

Sample Decks: Fundamentals of Financial Planning, Standards of Practice, Retirement Planning

Show Class
CFP Canada Oct 2022

CFP Canada Oct 2022

Flashcard Maker: Ryan Phillips

356 Cards –

7 Decks –

11 Learners

Sample Decks: Financial Planning Practices & Ethics, Financial Management, Investment Planning

Show Class
series 7 take 2

series 7 take 2

Flashcard Maker: chris foster

651 Cards –

17 Decks –

10 Learners

Sample Decks: equity securities, debt securities, municipal securities

Show Class
FPQP Certification

FPQP Certification

Flashcard Maker: Andreana Harris

575 Cards –

10 Decks –

31 Learners

Sample Decks: Estate Planning Basics, Tax Implications of Financial Decisions, The Financial Planning Process

Show Class
Psychology of Financial Planning

Psychology of Financial Planning

Flashcard Maker: Vanguard CFP

491 Cards –

8 Decks –

2 Learners

Sample Decks: Psychology of Financial Planning, Tax Planning, Estate Planning

Show Class
RR Sight Words

RR Sight Words

Flashcard Maker: Sam Mui

43 Cards –

4 Decks –

1 Learner

Sample Decks: Gus the Dog, Retired Review, Sam the Cat

Show Class
Life And Health Insurance TX

Life And Health Insurance TX

Flashcard Maker: Stevie Richardson

267 Cards –

13 Decks –

58 Learners

Sample Decks: Type of Insurance Policies, Life Insurance Provisions, Policy Exclusions

Show Class
CFP Canada 2021

CFP Canada 2021

Flashcard Maker: Lisa S

140 Cards –

7 Decks –

12 Learners

Sample Decks: *Retirement Planning, Tax planning, Estate Planning

Show Class
CFP (Self Created)

CFP (Self Created)

Flashcard Maker: Andrew Busa

405 Cards –

10 Decks –

16 Learners

Sample Decks: Retirement Planning, Taxes, Investments

Show Class
Life & Health Insurance Exam

Life & Health Insurance Exam

Flashcard Maker: Melanie Demb

972 Cards –

15 Decks –

220 Learners

Sample Decks: Chapter 1: General Insurance, Chapter 2: Life Basics, Chapter 3: Types of Policies and Riders

Show Class
WME

WME

Flashcard Maker: Mathieu Gouraud

364 Cards –

16 Decks –

2 Learners

Sample Decks: CH 5 - Residential Mortgages, CH 8 - Understanding Tax Returns, Ch 10 Retirement Savings Plans

Show Class
ISEA-2019-BUS

ISEA-2019-BUS

Flashcard Maker: Daniel Rapo

830 Cards –

13 Decks –

1 Learner

Sample Decks: BUSINESS - BUSINESS ENTITIES, BUSINESS - BUSINESS TAXATION, BUSINESS - BUSINESS PROPERTY

Show Class
SERIES 7 TOPOFF -- SANDBOX

SERIES 7 TOPOFF -- SANDBOX

Flashcard Maker: Andrew Cohen

1,521 Cards –

8 Decks –

7 Learners

Sample Decks: Communications with the Public & New Issue Market, Customer Accounts & Retirement Plans, Securities Products & Suitability

Show Class
FAR - CPA test

FAR - CPA test

Flashcard Maker: Kali Chiusano

935 Cards –

28 Decks –

16 Learners

Sample Decks: Financial Accounting Standards, Stock Compensation, International Accounting Standards Board

Show Class
EA-2L

EA-2L

Flashcard Maker: Jeffrey Trytten

511 Cards –

21 Decks –

8 Learners

Sample Decks: 414 - HCE, 401(l) - Permitted Disparity, 417 - QJSA and QPJSA

Show Class
RPA 2

RPA 2

Flashcard Maker: Kim Bowman

337 Cards –

13 Decks –

9 Learners

Sample Decks: Assignment 1 - Investment Management, Assignment 2 - IRA's, Assignment 3 - Retirement Plans for Small Businesses

Show Class
CFP Canada

CFP Canada

Flashcard Maker: Kemi Dada

788 Cards –

26 Decks –

12 Learners

Sample Decks: Investments, CPP Basic Info, Behavioural Finance

Show Class
DANKO LIVE REVIEW

DANKO LIVE REVIEW

Flashcard Maker: Coles Romaine

112 Cards –

6 Decks –

1 Learner

Sample Decks: Fundamentals, Estate, Insurance

Show Class
2018 CFP

2018 CFP

Flashcard Maker: Ben Gurley

1,182 Cards –

10 Decks –

14 Learners

Sample Decks: General Financial Planning Principles, Conduct and Regulations, High 5 - General Financial Planning, General Review

Show Class
Series 7 Rep Level

Series 7 Rep Level

Flashcard Maker: Tom Brandt

4,465 Cards –

14 Decks –

3 Learners

Sample Decks: Chapter Test Questions, Chapter 1: Equity Securities, Chapter 2: Issuing - Primary Market

Show Class
J’s CFP Review

J’s CFP Review

Flashcard Maker: Jeremy P

490 Cards –

7 Decks –

3 Learners

Sample Decks: General Principles, Behavioral Finance, Tax Planning

Show Class
OJ CFP Cards

OJ CFP Cards

Flashcard Maker: Olivia Jung

268 Cards –

20 Decks –

3 Learners

Sample Decks: Estate, Hot Questions, Fundamentals + Insurance (Review every day)

Show Class
Questions I Got Wrong

Questions I Got Wrong

Flashcard Maker: Chase Moore

675 Cards –

7 Decks –

3 Learners

Sample Decks: Fundamentals, Insurance, Investment Planning

Show Class
GTPR Flashcards

GTPR Flashcards

Flashcard Maker: Laurel Wageman

1,607 Cards –

11 Decks –

1 Learner

Sample Decks: Fundamentals & Insurance: Client Psychology, Fundamentals & Insurance: Benchmarks, Fundamentals & Insurance: Economics and Consumer Protection

Show Class
FAR - CPA Excel

FAR - CPA Excel

Flashcard Maker: Rose Swenson

2,088 Cards –

79 Decks –

772 Learners

Sample Decks: FAR 24 - LT Debt (Financial liab) 1 - Notes Payable and Types of Notes, FAR 1 - Role and Standard-Setting Process, FAR 2 - Conceptual Framework of Financial Reporting by Business Enterprises

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anglais ( 20/01/15)

anglais ( 20/01/15)

Flashcard Maker: Chloé carante

906 Cards –

24 Decks –

4 Learners

Sample Decks: 31.The Invasion Of Privacy, 36. The State Of The Planet, 39. Endangered Seas

Show Class
CFP - Julia's Custom

CFP - Julia's Custom

Flashcard Maker: Julia Duros

52 Cards –

6 Decks –

1 Learner

Sample Decks: General Principles, Investments, Estate

Show Class
Lambers FAR

Lambers FAR

Flashcard Maker: Alice Hsu

584 Cards –

17 Decks –

25 Learners

Sample Decks: Accounting For Income Tax, Accounting for Leases, Pensions, & Retirement Plans, Accounting Theories

Show Class
Pass the 7

Pass the 7

Flashcard Maker: Paul Tierney

1,357 Cards –

21 Decks –

13 Learners

Sample Decks: 01 Equity Securities, Random, 02 Debt Securities

Show Class
CFP Canada 2021

CFP Canada 2021

Flashcard Maker: Hamin Lim

93 Cards –

7 Decks –

5 Learners

Sample Decks: Tax Planning, Retirement Planning, Estate Planning

Show Class
CFP

CFP

Flashcard Maker: Jennifer Bromberg

714 Cards –

6 Decks –

2 Learners

Sample Decks: General Principles/Conduct/Psychology, Risk Management/ Insurance Planning, Investment planning

Show Class
Insurance

Insurance

Flashcard Maker: jordan wright

590 Cards –

8 Decks –

28 Learners

Sample Decks: Life and Health Laws, Life specific Laws, Health specific Laws

Show Class
Series 6 Securities Training Corp 2017

Series 6 Securities Training Corp 2017

Flashcard Maker: Mee-Thlen Moy

169 Cards –

9 Decks –

54 Learners

Sample Decks: Equity Securities, Debt Securities, Equity & Debt Securities

Show Class
CFP Roadmaps

CFP Roadmaps

Flashcard Maker: peter mayer

79 Cards –

5 Decks –

5 Learners

Sample Decks: Estate Planning, Retirement, General Principles

Show Class
My own CFP flashcards

My own CFP flashcards

Flashcard Maker: Amy Spalding

1,953 Cards –

9 Decks –

5 Learners

Sample Decks: FP 511- General Fin Planning- module 8, FP 511-Gen FP- module 3 ratios, FP511

Show Class
Certified Financial Planning Exam Prep

Certified Financial Planning Exam Prep

Flashcard Maker: Samuel Friar

329 Cards –

9 Decks –

19 Learners

Sample Decks: Planning Fundamentals, Insurance Planning, Investment Planning

Show Class
CFP Exam

CFP Exam

Flashcard Maker: Charlotte Dagg

466 Cards –

7 Decks –

1 Learner

Sample Decks: Income Tax, Retirement, General Principles

Show Class
Flash Cards

Flash Cards

Flashcard Maker: Jeff Davidson

239 Cards –

6 Decks –

8 Learners

Sample Decks: Retirement Flash Cards, Estate Flash Cards, Income Tax Flash Cards

Show Class
CFP EXTENDED

CFP EXTENDED

Flashcard Maker: Kelly Mcginley

74 Cards –

3 Decks –

13 Learners

Sample Decks: INVESTMENTS, ESTATE PLANNING, RETIREMENT

Show Class
Series 7

Series 7

Flashcard Maker: Anand Patel

1,800 Cards –

64 Decks –

3 Learners

Sample Decks: IMPORTO, Rules & shit, 1st set

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Key Financial Advisor Topics

Key Financial Advisor Topics

Flashcard Maker: Jose Ledesma

184 Cards –

16 Decks –

2 Learners

Sample Decks: SECURE ACT, Traditional Individual Retirement Account, Roth Individual Retirement Account

Show Class
NC Life Insurance Exam

NC Life Insurance Exam

Flashcard Maker: Justin W

279 Cards –

11 Decks –

211 Learners

Sample Decks: chapter 1 Basic Principals of Life Insurance, Chapter 3 Policies, provisions, options, and riders, Chapter 4 Premiums, proceed, and Beneficiairies

Show Class
Econ

Econ

Flashcard Maker: Tyler Anthony

331 Cards –

7 Decks –

3 Learners

Sample Decks: Chapter 1, MidTerm 2020, Chapter 3

Show Class
Financial Planning and Advice

Financial Planning and Advice

Flashcard Maker: Guy Mitchell

114 Cards –

5 Decks –

1 Learner

Sample Decks: 1 - Financial Planning - (17/80), 2 - Financial Protection - (24/80), 3 - Retirement Planning - (24/80)

Show Class
FPQP Certification

FPQP Certification

Flashcard Maker: Fabiano Chaves

575 Cards –

10 Decks –

6 Learners

Sample Decks: Estate Planning Basics, Tax Implications of Financial Decisions, The Financial Planning Process

Show Class
CISI Financial Planning & Advice

CISI Financial Planning & Advice

Flashcard Maker: Tom Simpson

1,016 Cards –

34 Decks –

34 Learners

Sample Decks: 1 : 1 - Introduction, 1 : 2 - The Role of Insurance, 1 : 3 - Life Assurance, Pension Policies and Employer-Based Policies

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Contemporary Applications in Financial Planning

Contemporary Applications in Financial Planning

Flashcard Maker: Tommy Boye

363 Cards –

14 Decks –

8 Learners

Sample Decks: Ch1 - The Financial Planning Process COPY, Ch2 - Case Studies And Live Clients, Ch4 - Estate Planning & Federal Taxation

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Aging

Aging

Flashcard Maker: Morgan Nichols

51 Cards –

2 Decks –

1 Learner

Sample Decks: Work, Retirement, and Leisure Patterns, Dying, Death, Bereavement and Grief

Show Class
Certified Financial Planner Exam 2021

Certified Financial Planner Exam 2021

Flashcard Maker: Kate Dore

134 Cards –

6 Decks –

1 Learner

Sample Decks: General Principles, Estate Planning, Retirement Planning

Show Class
Financial Planning - Paraplanner Course

Financial Planning - Paraplanner Course

Flashcard Maker: Stephanie Fagerstrom

799 Cards –

18 Decks –

45 Learners

Sample Decks: Module 1 - The Financial Planning Process, Module 2 - Business Ownership, Cash Management and the Use of Debt, Module 1 - Quiz

Show Class
CFP

CFP

Flashcard Maker: Chris Riley

224 Cards –

6 Decks –

6 Learners

Sample Decks: General Principles, Insurance Planning, Investment Planning

Show Class
ExamFX

ExamFX

Flashcard Maker: Yusuf Atak

453 Cards –

7 Decks –

5 Learners

Sample Decks: Completing the App, Underwriting , and Delivering Policy, Types of Life Policies, Life Policy Provisions, Riders, and Options

Show Class
1st class

1st class

Flashcard Maker: Kyle Boucher

317 Cards –

11 Decks –

1 Learner

Sample Decks: Behavioral Finance, Family Dynamics, Ethics

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Series 62

Series 62

Flashcard Maker: Frank Lampen

452 Cards –

16 Decks –

3 Learners

Sample Decks: Opening Customer Accounts, Taxation, Equity Securities

Show Class
Trust & Estate

Trust & Estate

Flashcard Maker: Lisa Adler

620 Cards –

19 Decks –

15 Learners

Sample Decks: IN Inheritance, FET, And GST tax, Basis, Fiduciary Income Tax

Show Class
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)

Show Class
Life Insurance

Life Insurance

Flashcard Maker: Tu Nguyen

374 Cards –

19 Decks –

128 Learners

Sample Decks: Ethics, History Of Insurance – Lesson 1, Insurance companies – Lesson 2

Show Class
Sjp Llp

Sjp Llp

Flashcard Maker: Nick Tock

159 Cards –

18 Decks –

5 Learners

Sample Decks: CGT, Risk, Care

Show Class
LAW-Magistrates

LAW-Magistrates

Flashcard Maker: USER 1

196 Cards –

9 Decks –

12 Learners

Sample Decks: Qualifications of Lay Magistrates, Appointment, Composition of the Bench today

Show Class
CSR 342 | Personal Finance

CSR 342 | Personal Finance

Flashcard Maker: Christina Doerr

91 Cards –

3 Decks –

9 Learners

Sample Decks: Chapter 9 | Credit, Chapter 10 & 11 | Insurance, Chapter 12 | Retirement

Show Class
GBA/RPA 3 Strategic Benefits Management

GBA/RPA 3 Strategic Benefits Management

Flashcard Maker: Sarah Probasco

228 Cards –

12 Decks –

2 Learners

Sample Decks: Module 1 ERISA Regulatory Framework, Module 2 Benefits Industry, Module 3 Plan Documentation Requirements

Show Class
English

English

Flashcard Maker: Renaud Abate

1,801 Cards –

51 Decks –

256 Learners

Sample Decks: Chapitre 22 : City life (la vie urbaine), Chapitre 34 : The British Monarchy (la Monarchie Britannique), Chapitre 35-36 : Education (l'éducation)

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2-15 License

2-15 License

Flashcard Maker: Hannah Carter

795 Cards –

19 Decks –

47 Learners

Sample Decks: Key Terms, Legal Concepts, Life Insurance Policies

Show Class
CFP

CFP

Flashcard Maker: brad Wilson

231 Cards –

5 Decks –

3 Learners

Sample Decks: Retirement, Tax Planning, Financial Planning

Show Class
CFP Flashcards - July 2021 Exam

CFP Flashcards - July 2021 Exam

Flashcard Maker: Scott Neuberger

524 Cards –

8 Decks –

1 Learner

Sample Decks: Professional Conduct & Regulation, Education Planning, Estate Planning

Show Class
CFP Supplement

CFP Supplement

Flashcard Maker: Daniel Whitt

505 Cards –

6 Decks –

1 Learner

Sample Decks: Fundamentals, Insurance, Investments

Show Class
Series 65

Series 65

Flashcard Maker: Raymond Li

880 Cards –

6 Decks –

2 Learners

Sample Decks: USA, Broker-Dealers and Agents, Investment Advisers & Ethics, Equity & Fixed Income

Show Class
N3 GERO

N3 GERO

Flashcard Maker: Frances Gabrielle Bartolome

774 Cards –

19 Decks –

5 Learners

Sample Decks: lect 1, lect 2, lect 3: chapter 9

Show Class
FP 2

FP 2

Flashcard Maker: Sahal Majoo

110 Cards –

5 Decks –

1 Learner

Sample Decks: 4- Insurance Planning, ALL, 5- Retirement Planning

Show Class
CFP TAX

CFP TAX

Flashcard Maker: Bob Brown

336 Cards –

5 Decks –

4 Learners

Sample Decks: Tax Fundamentals, Tax 2, Tax Manual Review

Show Class
CFP: My Cards

CFP: My Cards

Flashcard Maker: Regina Neenan

514 Cards –

7 Decks –

1 Learner

Sample Decks: Basics & Fundamentals, Insurance, Investments

Show Class
SIE Exam

SIE Exam

Flashcard Maker: Nicholas Scalzo

340 Cards –

13 Decks –

3 Learners

Sample Decks: Equity Securities, Corporate & Municipal Debt Securities, Government and Government Agency Issues

Show Class
cfp-1

cfp-1

Flashcard Maker: kelly mecca

175 Cards –

6 Decks –

2 Learners

Sample Decks: estate, Insurance, General principal

Show Class
PSYC 322

PSYC 322

Flashcard Maker: Jodie Buan

545 Cards –

13 Decks –

1 Learner

Sample Decks: Chapter 1, Chapter 2: Models of Development, Chapter 3: Research Methods

Show Class
Certified Financial Planner

Certified Financial Planner

Flashcard Maker: Justin Perry

38 Cards –

4 Decks –

1 Learner

Sample Decks: Retirement, Estate, Investments

Show Class
Insurance

Insurance

Flashcard Maker: Josh Hinojosa

271 Cards –

11 Decks –

1 Learner

Sample Decks: General insurance, Life Insurance Riders, Retirement Plans

Show Class
CFP Review

CFP Review

Flashcard Maker: Andrew Bae

262 Cards –

7 Decks –

1 Learner

Sample Decks: Fundamental Financial Planning Practices, Estate Planning and Legal Aspects, Insurance and Risk Management

Show Class
CFP 2022

CFP 2022

Flashcard Maker: Keyana R

106 Cards –

5 Decks –

4 Learners

Sample Decks: Tax Planning, Estates, Retirement

Show Class
FPQP

FPQP

Flashcard Maker: Angela Saleh

259 Cards –

12 Decks –

4 Learners

Sample Decks: Module 1 -- Financial Planning Process, Module 2 --, Module 3

Show Class
CPWA

CPWA

Flashcard Maker: Gail Brown

322 Cards –

9 Decks –

1 Learner

Sample Decks: Planning For Closely Held Businesses, Portfolio Management, Retirement Management

Show Class
Jason Flash Cards

Jason Flash Cards

Flashcard Maker: JASON HEDLUND

248 Cards –

6 Decks –

1 Learner

Sample Decks: Fundementals, Series 65, Insurance

Show Class
Certified Financial Planner Core Curriculum

Certified Financial Planner Core Curriculum

Flashcard Maker: Mackenzie Stuart

1,324 Cards –

15 Decks –

4 Learners

Sample Decks: Government Benefits Plans - CPP, Chapter 6: Legal Fundamentals, Chapter 7: Basics of Taxation

Show Class
CFP Review

CFP Review

Flashcard Maker: Farren Forcella

383 Cards –

7 Decks –

5 Learners

Sample Decks: Fundamentals & Insurance, Investment Planning, Psychology of Financial Planning

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I Will PASS the CFP

I Will PASS the CFP

Flashcard Maker: Kimberly Mamaril

72 Cards –

6 Decks –

4 Learners

Sample Decks: Retirement, General Principles, Insurance

Show Class
CFP

CFP

Flashcard Maker: Chris Gould

384 Cards –

7 Decks –

1 Learner

Sample Decks: Formulas To Memorize, Insurance, General Principals

Show Class
CFP Study Prep_self

CFP Study Prep_self

Flashcard Maker: Alan Kneale

215 Cards –

8 Decks –

1 Learner

Sample Decks: Tax Planning, Fundamentals, Risk

Show Class
me cfp

me cfp

Flashcard Maker: Kevin Pitkin

159 Cards –

6 Decks –

1 Learner

Sample Decks: Retirement/Education and EE Benefits, Tax, Estate

Show Class
Series 7

Series 7

Flashcard Maker: Steven Hermann

616 Cards –

12 Decks –

3 Learners

Sample Decks: Issuing - Primary Markets 8%, Trading - Secondary Market 6%, Option Contracts 16%

Show Class
CFP Review- Dalton Education

CFP Review- Dalton Education

Flashcard Maker: Emily Baker

29 Cards –

6 Decks –

15 Learners

Sample Decks: Fundamentals of Financial Planning, Insurance Planning, Investments

Show Class
Series 7

Series 7

Flashcard Maker: Tyler Davis

864 Cards –

25 Decks –

5 Learners

Sample Decks: Equity Securities, Debt Securities, Equity Options

Show Class
SIE

SIE

Flashcard Maker: Tyler Davis

295 Cards –

15 Decks –

18 Learners

Sample Decks: Equity Securities, Debt Securities, Equity Options

Show Class
Psyc 353-Psychology of Aging

Psyc 353-Psychology of Aging

Flashcard Maker: Alix Kuhn

504 Cards –

13 Decks –

1 Learner

Sample Decks: Chapter 1 Studying Adult Development and Aging, Chapter 2 Part 1 Models of Development, Chapter 2 part 2 Genetics

Show Class
01. Bulletin Book (03-43)

01. Bulletin Book (03-43)

Flashcard Maker: Sean Brooks

339 Cards –

16 Decks –

51 Learners

Sample Decks: Bulletin 29: Pregnancy Policy, Bulletin 25: Diversity Management, Bulletin 08: Retirement Board

Show Class
Series 65

Series 65

Flashcard Maker: Collin Kennedy

320 Cards –

11 Decks –

1 Learner

Sample Decks: Chapter 3- Government Issues, Chapter 4 - Investment Companies, Chapter 1 - Equity Securities

Show Class
Health Insurance Exam

Health Insurance Exam

Flashcard Maker: Gregory Munroe

744 Cards –

22 Decks –

7 Learners

Sample Decks: Types of Insurance companies, How Insurance is Sold, Industry Oversight and Regulation

Show Class
Insurance

Insurance

Flashcard Maker: Chelsea Hyatt

388 Cards –

13 Decks –

5 Learners

Sample Decks: Basic Principles -1, Laws And Rules-12, Uses of Life Insurances-11

Show Class
CFP

CFP

Flashcard Maker: Nathan Blumenschein

789 Cards –

20 Decks –

1 Learner

Sample Decks: Insurance: Chapter 1, Insurance: Chapter 2, Insurance: Chapter 3

Show Class
65 Final Prep

65 Final Prep

Flashcard Maker: Hannah Shink

457 Cards –

8 Decks –

1 Learner

Sample Decks: Options & Trading, Economics, Regulations

Show Class
AF5

AF5

Flashcard Maker: Jack Barrett

49 Cards –

6 Decks –

6 Learners

Sample Decks: General, Fact-finding, Reviews

Show Class
Group Health Core

Group Health Core

Flashcard Maker: John Deats

319 Cards –

7 Decks –

5 Learners

Sample Decks: Objective 1 - Products, Objective 2 - Claim Costs, Objective 3 - Employee Benefit Strategy

Show Class
Part 1-Gleim

Part 1-Gleim

Flashcard Maker: Diona Moss

1,047 Cards –

13 Decks –

6 Learners

Sample Decks: Filing Requirements, Business Deductions, Estate Tax

Show Class
CFP Exam Practice Questions

CFP Exam Practice Questions

Flashcard Maker: Jess Perks

62 Cards –

6 Decks –

6 Learners

Sample Decks: General Principles, Insurance, Investments

Show Class
Financial Counseling

Financial Counseling

Flashcard Maker: Adam Bentley

270 Cards –

16 Decks –

17 Learners

Sample Decks: Taxes, Counseling Skills, Foundations of Counseling

Show Class
Crofton OB

Crofton OB

Flashcard Maker: John Landi

1,536 Cards –

26 Decks –

3 Learners

Sample Decks: Articles 10-11, Articles 1-4, Article 5 - Correspondence & Reports

Show Class
CPP Exam

CPP Exam

Flashcard Maker: Tiffany Roberts

420 Cards –

15 Decks –

162 Learners

Sample Decks: Section 1 - The Employee-Employer Relationship, Section 2 - Federal and State Wage-Hour Laws, Section 11 - Payroll Accounting

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Insurance Exam RETEST

Insurance Exam RETEST

Flashcard Maker: Michal Domek

53 Cards –

3 Decks –

1 Learner

Sample Decks: Basic Principles, stuff you MUST review, Retirement Plans

Show Class
Chapter 2- UK services and Consumer Relationships

Chapter 2- UK services and Consumer Relationships

Flashcard Maker: Luke O'Mahoney

24 Cards –

4 Decks –

1 Learner

Sample Decks: Lifesyle Changes and Impacts on Finance, Understanding the client, Financial Risks + Needs of Consumers are met

Show Class
AF3

AF3

Flashcard Maker: Jacqui Shaw

98 Cards –

12 Decks –

24 Learners

Sample Decks: Transitional Reliefs, Lifetime Allowance, Death Benefits

Show Class
Hello Notes

Hello Notes

Flashcard Maker: Michael Kridla

416 Cards –

15 Decks –

2 Learners

Sample Decks: Poputuri, Limitless Pill, Bubble Bobble Bub And Bob

Show Class
Fast Forward Academy Flash Cards

Fast Forward Academy Flash Cards

Flashcard Maker: Laura Ivers

3,463 Cards –

111 Decks –

1 Learner

Sample Decks: Citizens And Dependents, Filing Status, Wages, Salaries and Other Earnings

Show Class
PASS

PASS

Flashcard Maker: Andrew Saul

402 Cards –

15 Decks –

1 Learner

Sample Decks: Accounting Changes, Agriculture, Asset Retirement Obligations

Show Class
CFP - Personal Financial Planning - 01 - Estate Duty

CFP - Personal Financial Planning - 01 - Estate Duty

Flashcard Maker: Paul Kim

134 Cards –

5 Decks –

4 Learners

Sample Decks: 01 - Estate Duty Act, 02 - Estate, 03 - Estate

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CPA FAR

CPA FAR

Flashcard Maker: Holly Beimler

387 Cards –

20 Decks –

6 Learners

Sample Decks: Balance Sheet, Income Statement, IFCO, Inc other than IFCO, None, OE or OCI

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Life & Health Insurance - General & Texas Specific

Life & Health Insurance - General & Texas Specific

Flashcard Maker: Tom Brandt

2,198 Cards –

15 Decks –

92 Learners

Sample Decks: Life & Health Exam Questions, Texas Life & Health Exam Questions, Chapter 1: Completing the Application, Underwriting, and Delivering the Policy

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CPP

CPP

Flashcard Maker: kay xay

388 Cards –

14 Decks –

143 Learners

Sample Decks: Section 3 Taxable & non taxable compensation, Section 6 Witholding taxes, Section 7 Unemployment Insurance

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Financial Advisor

Financial Advisor

Flashcard Maker: Jose Ledesma

201 Cards –

18 Decks –

2 Learners

Sample Decks: Market Indicies, Stocks, Client Prospecting

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Unit Questions

Unit Questions

Flashcard Maker: m w

857 Cards –

18 Decks –

22 Learners

Sample Decks: Unit 1: Equity Securities, Unit 2: Debt Securities, Unit 3: Municipal Securities

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My CFP Prep

My CFP Prep

Flashcard Maker: Aubrey Williams

210 Cards –

7 Decks –

1 Learner

Sample Decks: General Principles, Insurance, Investments

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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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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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Aging

Aging

Flashcard Maker: Natalie Cheifetz

283 Cards –

6 Decks –

1 Learner

Sample Decks: Population Aging and Health, Social Context of Aging: Ageism, Anti-aging and Successful Aging

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Be On The Bike

Be On The Bike

Flashcard Maker: Michael Kridla

364 Cards –

12 Decks –

1 Learner

Sample Decks: The Cherry Ochard, 3 Sisters, Clay Homes

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Poetry

Poetry

Flashcard Maker: user delete

254 Cards –

17 Decks –

12 Learners

Sample Decks: Poetic Terminology, The Rime Of The Ancient Mariner, Christabel

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Wrong Answers

Wrong Answers

Flashcard Maker: Alex Zanetti

366 Cards –

5 Decks –

2 Learners

Sample Decks: GP, Insurance, Investments, Mnenmonics, Tax, Retirement, Estate

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Certified Financial Planner

Certified Financial Planner

Flashcard Maker: tony beth

797 Cards –

35 Decks –

17 Learners

Sample Decks: Law of Contracts, Agency, Professional Liability

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FINALS_EMPLOYMENT LAW

FINALS_EMPLOYMENT LAW

Flashcard Maker: Joelle Jambaro

129 Cards –

8 Decks –

2 Learners

Sample Decks: Chapter 6 - Equity in the Workplace, Chapter 7 - Employment Standards Act, Chapter 10 - Privacy Inside and Outside the Workplace

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Financial Literacy

Financial Literacy

Flashcard Maker: Asia Beat

193 Cards –

7 Decks –

3 Learners

Sample Decks: Week 1 Terms: F.I. , Savings Rate, Net Worth, Inflation, Week 2: Maximizing Income, Everything About Taxes

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TXN 201

TXN 201

Flashcard Maker: Steven Lochmann

480 Cards –

9 Decks –

2 Learners

Sample Decks: 3. Gross Income, Lecture 1 - Deductions, 4. Exempt Income

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Life Insurance (10 Chapters)

Life Insurance (10 Chapters)

Flashcard Maker: Madison Hoyle

245 Cards –

10 Decks –

10 Learners

Sample Decks: Chapter 1: Basics, Chapter 10: Retirement Plans, Chapter 9: Annuities

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Series 7

Series 7

Flashcard Maker: Andrew West

160 Cards –

11 Decks –

3 Learners

Sample Decks: Equity Trading Markets, Debt, Gov Debt

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Advanced Val

Advanced Val

Flashcard Maker: Lachie Ryan

140 Cards –

9 Decks –

3 Learners

Sample Decks: week 2 - val process + direct comparison, week 3 - Cost approach, week 4 - income cap

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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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Series 24

Series 24

Flashcard Maker: Robert Woerner

293 Cards –

12 Decks –

5 Learners

Sample Decks: Chapter 1 - Brokerage office procedures, The Numbers, Chapter 2 - Recordkeeping, financial requirements, and reporting

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CFP

CFP

Flashcard Maker: Linh Lee

232 Cards –

6 Decks –

1 Learner

Sample Decks: TAX PLANNING, ESTATE PLANNING, INSURANCE PLANNING

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Specialization Exam

Specialization Exam

Flashcard Maker: Kareen O'Brien

255 Cards –

12 Decks –

1 Learner

Sample Decks: Child Cases, Property and Debts, Jurisdiction

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Life Insurance Exam

Life Insurance Exam

Flashcard Maker: Kelly Yeager

230 Cards –

13 Decks –

9 Learners

Sample Decks: Life Insurance Policy Options, Life Insurance Policy Options Quiz Questions, Life Insurance Policy Provisions Quiz Questions

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Random CFP

Random CFP

Flashcard Maker: Olivia Knecht

211 Cards –

9 Decks –

1 Learner

Sample Decks: CFP GP, CFP Insurance, CFP Investments

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CFP Exam Missed Questions

CFP Exam Missed Questions

Flashcard Maker: jayce lowe

75 Cards –

3 Decks –

2 Learners

Sample Decks: Insurance, Investments, Retirement

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Geography Unit 1

Geography Unit 1

Flashcard Maker: Mai Brightling

389 Cards –

30 Decks –

66 Learners

Sample Decks: Philippines Disaster Hotspot, Haiti, Cuba

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Part 2-Gleim

Part 2-Gleim

Flashcard Maker: Diona Moss

432 Cards –

19 Decks –

46 Learners

Sample Decks: Income and Farms, Rental Property and Loss Limitations, Business Expenses

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CPWA

CPWA

Flashcard Maker: Timothy Meyer

308 Cards –

9 Decks –

3 Learners

Sample Decks: Section 6: Risk Management and Asset Protection, Section 1: Ethics, Section 7: Charitable Giving

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octy1203

octy1203

Flashcard Maker: Ashley Duysen

45 Cards –

7 Decks –

2 Learners

Sample Decks: Erikson’s Stages, Kohlberg's Morality, types of motivation

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Jenn's CFP Exam Prep

Jenn's CFP Exam Prep

Flashcard Maker: Jenn Steliga

242 Cards –

9 Decks –

1 Learner

Sample Decks: Estate Planning, General Principles of Financial Planning, Investment Planning

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CFP Roadmaps

CFP Roadmaps

Flashcard Maker: Dina Milne

124 Cards –

11 Decks –

3 Learners

Sample Decks: Estate Roadmaps, Insurance, General Principles & Education Roadmaps

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Series 7

Series 7

Flashcard Maker: Clay Crosby

1,350 Cards –

24 Decks –

1 Learner

Sample Decks: Annuities and Variable Products, Complex Options Strategies, Corporate Debt Securities and Money-Market Instruments

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Cfp Cards

Cfp Cards

Flashcard Maker: Dorothy Qin

288 Cards –

9 Decks –

1 Learner

Sample Decks: General Principals, Formula, Questions Answered Wrong

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FPQP Certification 2019

FPQP Certification 2019

Flashcard Maker: Christina Mac

368 Cards –

6 Decks –

5 Learners

Sample Decks: Module 2: Business Ownership, Cash Mgmt, & Use of Debt, Module 4: Insurance Basics and Property Insurance, Module 5: Life and Health Insurance

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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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Hindi

Hindi

Flashcard Maker: Murtuza Masalawala

3,087 Cards –

97 Decks –

184 Learners

Sample Decks: An Ancient Island, Level 1: Buying furniture for the house, Level1: Electronic devices

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Investing

Investing

Flashcard Maker: Ian Thomas

40 Cards –

5 Decks –

1 Learner

Sample Decks: Types Of Investments, Types Of Investment Structures, Company- Related Investment Terms

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WME

WME

Flashcard Maker: Chris Farnham

414 Cards –

11 Decks –

1 Learner

Sample Decks: 6 - Family Law, 7 - Personal Risk Management, 8 -understanding Tax Returns

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BTG and BTB Wines

BTG and BTB Wines

Flashcard Maker: Jake Rat

111 Cards –

6 Decks –

6 Learners

Sample Decks: By The Glass: New and Retired, 259 Sparkling BTB, deck_8357174

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Insurance Exam

Insurance Exam

Flashcard Maker: Colby Hatten

481 Cards –

10 Decks –

6 Learners

Sample Decks: Application, Delivery, Underwriting, Policy Provisions, Riders, Options, Taxes, Retirement, and Other Insurance Concepts

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AF5

AF5

Flashcard Maker: Zoe Birchall

87 Cards –

11 Decks –

1 Learner

Sample Decks: Ethical, Objectives, Office Purchase

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Cfp Personal Cards

Cfp Personal Cards

Flashcard Maker: Andrew Falduto

1,703 Cards –

5 Decks –

1 Learner

Sample Decks: Not Well Enough To Explain To Client, Business/Personal Asset Tax & Cost Basis, Basic Income Tax

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Virginia (VA) Insurance (American Income Life)

Virginia (VA) Insurance (American Income Life)

Flashcard Maker: Jessica Lopez

450 Cards –

13 Decks –

153 Learners

Sample Decks: Chapter 1: Completing The Application, Underwriting, And Delivering The Policy, Chapter 3: Life Provisions, Riders And Options, Chapter 4: Taxes, Retirement, And Other Insurance Concepts

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