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Top Overview Of Financial Planning Flashcards Ranked by Quality

  • Foundations Of Financial Planning: An Overview
    Foundations Of Financial Planning: An Overview

    Foundations Of Financial Planning: An Overview

    By: Jamar Blackman
    180 Cards – 
    1 Decks – 
    11 Learners
    Sample Decks: Foundations Of Financial Planning: An Overview
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  • Foundations Of Financial Planning: An Overview 3rd Edition
    Foundations Of Financial Planning: An Overview 3rd Edition

    Foundations Of Financial Planning: An Overview 3rd Edition

    By: Jamar Blackman
    140 Cards – 
    1 Decks – 
    13 Learners
    Sample Decks: Foundations Of Financial Planning: An Overview 3rd Edition
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  • Angel’s CFP Brain 😇🧠💵🗓️
    Angel’s CFP Brain 😇🧠💵🗓️

    Angel’s CFP Brain 😇🧠💵🗓️

    By: Angel McClinton
    6,881 Cards – 
    87 Decks – 
    2 Learners
    Sample Decks: Bryant - Course 1. Introduction to Financial Planning - Module 14. Monetary Settlements and Special Circumstances, Bryant - Course 1. Introduction to Financial Planning - Module 12. Life Cycle Planning, Bryant - Course 1. Introduction to Financial Planning - Module 11. Credit and Debt Management
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  • Certified Financial Planner
    Certified Financial Planner

    Certified Financial Planner

    By: tony beth
    797 Cards – 
    35 Decks – 
    20 Learners
    Sample Decks: Law of Contracts, Agency, Professional Liability
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  • Cemap 2&3 Self Testing
    Cemap 2&3 Self Testing

    Cemap 2&3 Self Testing

    By: Alicia Tse
    1,341 Cards – 
    29 Decks – 
    36 Learners
    Sample Decks: 1. Property and Mortgage Markets, 2. Types Of Borrower, 3. Mortgage Regulation
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  • AUDITING THEORY
    AUDITING THEORY

    AUDITING THEORY

    By: Bobby Dee
    649 Cards – 
    17 Decks – 
    2 Learners
    Sample Decks: AT - AUDIT OVERVIEW, AT - PROFESSIONAL STANDARDS, AT - AUDITOR'S RESPONSIBILITY
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  • Kaplan Tier 1 Financial Planning
    Kaplan Tier 1 Financial Planning

    Kaplan Tier 1 Financial Planning

    By: Rhianne Conway
    381 Cards – 
    10 Decks – 
    2 Learners
    Sample Decks: Australia's financial system and economic environment, Broad view of financial advice, Working in financial planning
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  • Contemporary Applications in Financial Planning
    Contemporary Applications in Financial Planning

    Contemporary Applications in Financial Planning

    By: Tommy Boye
    363 Cards – 
    14 Decks – 
    10 Learners
    Sample Decks: Ch1 - The Financial Planning Process COPY, Ch2 - Case Studies And Live Clients, Ch4 - Estate Planning & Federal Taxation
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  • CeMAP 2 and 3 my version
    CeMAP 2 and 3 my version

    CeMAP 2 and 3 my version

    By: steven carman
    481 Cards – 
    27 Decks – 
    173 Learners
    Sample Decks: Topic 2 - Types of Borrower, Topic 16- Financial Protection And Planning, Topic 9 -The Role Of A Mortgage Advisor
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  • MORT
    MORT

    MORT

    By: Kelsey Phillips
    1,453 Cards – 
    30 Decks – 
    2 Learners
    Sample Decks: U3: T1 - PROPERTY AND MORTGAGE MARKETS, U3: T2 - TYPES OF BORROWER, U3: T3 - MORTGAGE REGULATION
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  • Kyle CFA (Hold File)
    Kyle CFA (Hold File)

    Kyle CFA (Hold File)

    By: Kyle Greene
    985 Cards – 
    41 Decks – 
    2 Learners
    Sample Decks: (48) Derivative Markets and Instruments, (50) Introduction to Alternative Investments, (51) Portfolio Management: An Overview
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  • Hieu Audit Chap 2
    Hieu Audit Chap 2

    Hieu Audit Chap 2

    By: Hieu Nguyen
    634 Cards – 
    28 Decks – 
    1 Learner
    Sample Decks: II. Financial Statement Audits - Accounting vs Auditing, II. Financial Statement Audits - GAAS and Principles, II. Financial Statement Audits - Professional Standards
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  • CFA Level 3
    CFA Level 3

    CFA Level 3

    By: Katherine Quinn-Shea
    1,216 Cards – 
    31 Decks – 
    379 Learners
    Sample Decks: Reading 5 The Behavioral Finance Perspective, Reading 6 The Behavioral Biases of Individuals, Reading 9 Taxes and Private Wealth Management in a Global Context
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  • Cert In Mortgage
    Cert In Mortgage

    Cert In Mortgage

    By: Lee Stapleton
    245 Cards – 
    21 Decks – 
    5 Learners
    Sample Decks: Property And Morgage Markets, Types Of Borrower, Mortgage Regulation
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  • CFA Level 3
    CFA Level 3

    CFA Level 3

    By: Denis Zh., CFA FRM
    1,178 Cards – 
    30 Decks – 
    46 Learners
    Sample Decks: Reading 5 The Behavioral Finance Perspective, Reading 6 The Behavioral Biases of Individuals, Reading 9 Taxes and Private Wealth Management in a Global Context
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  • CeMAP 2
    CeMAP 2

    CeMAP 2

    By: Joshua Jones
    274 Cards – 
    29 Decks – 
    35 Learners
    Sample Decks: 1. Property & Mortgage Markets, 2. Types of Borrower, 3. Mortgage Regulation
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  • TMGT 3030 - Financial Management for Tourism
    TMGT 3030 - Financial Management for Tourism

    TMGT 3030 - Financial Management for Tourism

    By: Grace Schranz
    209 Cards – 
    9 Decks – 
    1 Learner
    Sample Decks: Introduction and Overview, Financial Management Fundamentals, Profit Planning and Dimensions of Risk
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  • Lucy's CFA Level 3 Notes
    Lucy's CFA Level 3 Notes

    Lucy's CFA Level 3 Notes

    By: Lucy L
    1,217 Cards – 
    31 Decks – 
    107 Learners
    Sample Decks: Reading 5 The Behavioral Finance Perspective, Reading 6 The Behavioral Biases of Individuals, Reading 9 Taxes and Private Wealth Management in a Global Context
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  • FAR
    FAR

    FAR

    By: Monio Mark
    820 Cards – 
    52 Decks – 
    6 Learners
    Sample Decks: Accounting standards and conceptual frameworks, Comprehensive Income, Balance Sheet and Disclosures Overview
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  • CeMAP 2: Mortgages (MORT)
    CeMAP 2: Mortgages (MORT)

    CeMAP 2: Mortgages (MORT)

    By: Steven Byne
    468 Cards – 
    29 Decks – 
    1 Learner
    Sample Decks: Topic 1: Property and Mortgage Markets, Topic 2: Types of borrower, Topic 3: Mortgage Regulation
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  • principles of financial planning
    principles of financial planning

    principles of financial planning

    By: Bryce Whitten
    211 Cards – 
    8 Decks – 
    2 Learners
    Sample Decks: overview of the financial planning industry, the economic environment, work as a financial planner
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  • CEPA
    CEPA

    CEPA

    By: Jason Trefanenko
    151 Cards – 
    18 Decks – 
    5 Learners
    Sample Decks: Section 3: Exit Planning Reinvented, Section 4A: The need for exit planning, Section 4B: Overview of the exit planning process
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  • CFA Level I Formulas
    CFA Level I Formulas

    CFA Level I Formulas

    By: Jack D
    410 Cards – 
    34 Decks – 
    99 Learners
    Sample Decks: Reading 5: Time Value of Money, Reading 6: Discounted Cash Flow Applications, Reading 7: Statistical Concepts and Market Returns
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  • R01 - Financial Services, Regulation and Ethics
    R01 - Financial Services, Regulation and Ethics

    R01 - Financial Services, Regulation and Ethics

    By: Sam Cross
    367 Cards – 
    10 Decks – 
    6 Learners
    Sample Decks: Chapter 1A - Overview, Chapter 1B - UK Financial Services Structure, Chapter 1C - The Role and Structure of International Markets
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  • AUD
    AUD

    AUD

    By: Kenny Tanuma
    455 Cards – 
    24 Decks – 
    6 Learners
    Sample Decks: 1. Overview of Financial Statements Audits, 8. Substantive Tests: Part I, 9. Substantive Tests: II
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  • Personal Finance
    Personal Finance

    Personal Finance

    By: Ashlyn Downing
    173 Cards – 
    11 Decks – 
    2 Learners
    Sample Decks: Chapter 1- Overview Of Financial Plans, Chapter 2- Applying Time Value, Chapter 3- Planning
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  • Business Management 1 & 2
    Business Management 1 & 2

    Business Management 1 & 2

    By: Sydney Macon
    368 Cards – 
    9 Decks – 
    1 Learner
    Sample Decks: Module 1: Entrepreneurs,SBA,Functions of Management,Types of Businesses (Q3), Module 2: Risks, Risk Management, Recruiting Personnel, Federal Legislation for Employees, Training & Compensation (Q3), Module 3: Market Analysis, Location, Government Regulations, Inventory Management, Pricing Policies, CVI & Pricing Strategies (Q3)
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  • Value-Based Management
    Value-Based Management

    Value-Based Management

    By: Kaushik Purahoo
    254 Cards – 
    42 Decks – 
    1 Learner
    Sample Decks: 5.1 Calculating the cost of equity: the CAPM, 5.2 Calculating the relevant ß, 5.3 Arbitrage Pricing Theory
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  • SHRM-CP
    SHRM-CP

    SHRM-CP

    By: Sara Amaya
    212 Cards – 
    30 Decks – 
    4 Learners
    Sample Decks: Performance Apraisal Methods, Career Development Tools, Changes Resulting in New Workforce Plan
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  • Financial Markets & Institutions
    Financial Markets & Institutions

    Financial Markets & Institutions

    By: Zachary Vine
    172 Cards – 
    7 Decks – 
    1 Learner
    Sample Decks: 1A - Personal Financial Planning, 1B - Overview Of The Australian Financial System, 2 - The Share Market
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