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Tim Tidwell
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Decks in this class (9)
Calculator
Pv is almost always negative exce...,
Three steps to help set up your c...,
Common begin mode scenarios
7
cards
General Principles
Exam and licensing sequence initi...,
When you see finra think series,
When you see investment advisor t...
28
cards
Education Planning
College savings 529 benefits whos...,
College savings 529 benefits whos...,
Who can own a 529 plan
21
cards
Professional Conduct
When is a cfp held to the fiducia...,
What are the three duties under f...,
Which standard of conduct involve...
13
cards
Insurance Planning
A condition with a possibility of...,
The cause of a loss,
A condition that may create or in...
114
cards
Investment Planning
What are the risks for corporate ...,
What are the risks for government...,
What are oid bonds and how are th...
72
cards
Psychology of Financial Planning
The tendency of investors to beco...,
The tendency to hold onto an inve...,
The tendency to make decisions ba...
24
cards
Income Tax Planning
How are the following taxed short...,
Common tax forms schedule aschedu...,
Taxes on alimony beginning with d...
45
cards
Retirement Planning
A person is fully insured under s...,
Employment categories not covered...,
Social security eligibility for d...
7
cards
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cfp exam prep
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