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  • 보기
    보기

    보기

    By: David Yi
    Code of Ethics, Money laundering, Education ...
    10
    Decks
    240
    Flashcards
    1
    Learner
  • CRCM Exam
    CRCM Exam

    CRCM Exam

    By: Megan Jones
    Risk Management, Consumer Leasing Act, Margin Stock ...
    47
    Decks
    422
    Flashcards
    4
    Learners
  • FRM Part 1
    FRM Part 1

    FRM Part 1

    By: Matt Baugh
    FMP1 - Banks, FMP2 - Insurance Companies and Pension Plans, FMP3 - Fund Management ...
    57
    Decks
    381
    Flashcards
    8
    Learners
  • Strata Management
    Strata Management

    Strata Management

    By: Jenny Lay
    Chapter 1 - Fundamentals of Law, Chapter 2 - The Real Estate Services Act, Chapter 3 - Professional Ethics ...
    45
    Decks
    255
    Flashcards
    6
    Learners
  • Finance (money machine)
    Finance (money machine)

    Finance (money machine)

    By: Matthew Tricker
    Introduction, Money and interest rates, Retail banks and building societies ...
    14
    Decks
    140
    Flashcards
    2
    Learners
  • F102
    F102

    F102

    By: Rofhiwa Liphauphau
    Chapter 1 : Products (1), Chapter 2 : Products (2), Chapter 3 : Products (3) ...
    38
    Decks
    227
    Flashcards
    1
    Learner
  • IAS 712
    IAS 712

    IAS 712

    By: Charl Basson
    Chapter 0 - What Is A311 All About?, Chapter 1 - Actuarial Advice, Chapter 2 - External Environment ...
    29
    Decks
    235
    Flashcards
    2
    Learners
  • F202 Life Insurance Fellowship_MM
    F202 Life Insurance Fellowship_MM

    F202 Life Insurance Fellowship_MM

    By: Merveilleuse M
    Chapter 1: South African general business environment, Chapter 2: South African socio-economic conditions, Chapter 3: South African specific products ...
    16
    Decks
    220
    Flashcards
    2
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  • Financial Planning 3B
    Financial Planning 3B

    Financial Planning 3B

    By: REAMOHETSOE SEITATOLE TSOEUTE
    Marriages and Mattrimonial Property Law, Law of Succession, Estate Duty ...
    10
    Decks
    51
    Flashcards
    2
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  • General insurance chapter 1
    General insurance chapter 1

    General insurance chapter 1

    By: mayco h
    Types of insurers, fundamentals of insurers, Insurer Domicile and Admittance ...
    10
    Decks
    83
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    1
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  • CTIF
    CTIF

    CTIF

    By: Dong Won Shin
    Digital Innovation, International Governing Bodies, Setting The Scene ...
    15
    Decks
    184
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    1
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  • CFP Exam Review Prep
    CFP Exam Review Prep

    CFP Exam Review Prep

    By: Alec Lowell
    Book 1 - General Financial Planning Principles, Conduct, and Regulation, Book 2 - Risk Management, Insurance, and Employee Benefits Planning
    2
    Decks
    66
    Flashcards
    2
    Learners
  • MAA255
    MAA255

    MAA255

    By: Rosy Yin
    Week 1 - Financial Planning Process, Week 7 Social Security, Week 6 Lecture 7 Superannuation ...
    9
    Decks
    118
    Flashcards
    1
    Learner
  • me cfp
    me cfp

    me cfp

    By: Kevin Pitkin
    Retirement/Education and EE Benefits, Tax, Estate ...
    6
    Decks
    159
    Flashcards
    1
    Learner
  • econ of banking
    econ of banking

    econ of banking

    By: jacob freitag
    Chapter 1: Why Are There Banks? (Sections 1.1–1.4), Chapter 2 - The Business Lines of a Bank, Chapter 3: Basic Concepts of Risk Management (Sections 3.1–3.3) ...
    17
    Decks
    127
    Flashcards
    1
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  • CISI Advanced Financial Planning UK 2021/2
    CISI Advanced Financial Planning UK 2021/2

    CISI Advanced Financial Planning UK 2021/2

    By: John Pulahi
    Learning Outcome 01- The Financial Planning Process, Learning Outcome 02 - Financial Planning Principles, Learning Outcome 03 - Financial Management ...
    8
    Decks
    21
    Flashcards
    3
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  • GHDP - 03 - Underwriting
    GHDP - 03 - Underwriting

    GHDP - 03 - Underwriting

    By: Ng yi jun
    Group Chap 26: Experience Rating and Funding Methods, GHDP 136-20: SOA Illustrative Examples on Experience Rating and Funding Methods, Group Chap 29: Group Insurance Underwriting ...
    12
    Decks
    62
    Flashcards
    2
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  • IAS 712
    IAS 712

    IAS 712

    By: Bassie .
    Chapter 0 - What Is A311 All About?, Chapter 1 - Actuarial Advice, Chapter 2 - External Environment ...
    29
    Decks
    235
    Flashcards
    1
    Learner
  • F101 Health and Care Fellowship Principles
    F101 Health and Care Fellowship Principles

    F101 Health and Care Fellowship Principles

    By: Tameryn Pillay
    Chapter 1: PMI and other health-related products, Chapter 2: Critical illness insurance, Chapter 3: Long-term care insurance ...
    32
    Decks
    172
    Flashcards
    3
    Learners
  • Series 65
    Series 65

    Series 65

    By: Anna Ruiz
    Unit 1-7: Laws, Regulations, and Guidelines, Unit 8: Basic Economic Concepts, Unit 9: Financial Reporting ...
    18
    Decks
    170
    Flashcards
    2
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  • A311 Acronyms
    A311 Acronyms

    A311 Acronyms

    By: Rofhiwa Liphauphau
    CHP 5: Benefit Providers, CHP 8: General Insurance, CHP 18: Modelling ...
    16
    Decks
    40
    Flashcards
    2
    Learners
  • Financial Statement Analysis
    Financial Statement Analysis

    Financial Statement Analysis

    By: Paul Formica
    Module 8.1: Classifications, Module 8.2: Investments in Financial Assets (IFRS 9), Module 8.3: Investment in Associates, Part 1—Equity Method ...
    27
    Decks
    216
    Flashcards
    1
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  • A311
    A311

    A311

    By: Cohen Subramoney
    Chapter 1 - Actuarial Advice, Chapter 2 - External Environment, Chapter 3 - Regulation ...
    40
    Decks
    217
    Flashcards
    2
    Learners
  • Two0Two Other
    Two0Two Other

    Two0Two Other

    By: K S
    Chapter 1: South African general business environment, Chapter 2: South African socio-economic conditions, Chapter 3: South African specific products ...
    16
    Decks
    220
    Flashcards
    1
    Learner
  • CFP - Pass the Exam
    CFP - Pass the Exam

    CFP - Pass the Exam

    By: Lisa Cardone
    General Principals - Conduct and Regulation - 8% - 14 of 170 questions, General Principals of Financial Planning - 15% - 26 of 170 questions, Risk Management and Insurance Planning - 11% - 19 out of 170 questions ...
    6
    Decks
    85
    Flashcards
    1
    Learner
  • Personal Finance
    Personal Finance

    Personal Finance

    By: Brenda Alvaro-Diaz
    Unit 1: Managing Personal Finances, Unit 2: Understanding Insurance and Risk
    2
    Decks
    42
    Flashcards
    1
    Learner
  • Chapter 1: General Insurance
    Chapter 1: General Insurance

    Chapter 1: General Insurance

    By: Craig Pindell
    Companies & Carriers, Fundamentals Of Insurers, Insurer Domicile ...
    7
    Decks
    46
    Flashcards
    1
    Learner
  • AFC Study Guide
    AFC Study Guide

    AFC Study Guide

    By: Nikole Dangerfield-Hastings
    Module 1.0: The Counseling Environment, Module 2.0: Client Information, Module 3.0: Strategic Counseling Plan ...
    39
    Decks
    56
    Flashcards
    2
    Learners
  • Audit
    Audit

    Audit

    By: push iyer13
    Audit - Independent MCQs & Integrated Case Study, SQC 1 - Quality Control for Firms that Perform Audits & Reviews of Historical Financial Information & Other Assurance & Related Service Engagements, SA 200 – Overall Objectives of the Independent Auditor and Conduct of an Audit in accordance with SA ...
    40
    Decks
    208
    Flashcards
    3
    Learners
  • F202 - Life Insurance Fellowship
    F202 - Life Insurance Fellowship

    F202 - Life Insurance Fellowship

    By: Ziyaad Mathee
    1, 2. South African Business Environment & SEC, 3. South African Specific Products, 6. South African Insurance Taxation ...
    13
    Decks
    40
    Flashcards
    2
    Learners

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