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  • Estate Planning
    Estate Planning

    Estate Planning

    By: Elli Gotlieb
    EP | Chapter 3, EP | Chapter 4, EP | Chapter 2
    14
    Decks
    93
    Flashcards
    1
    Learner
  • PWM
    PWM

    PWM

    By: Katherine Palmer
    Topic 1: PWM Industry Today, Topic 2: Life Cycle Investing, Topic 3: Client Aquisition & Retention
    11
    Decks
    158
    Flashcards
    1
    Learner
  • Certified Financial Planner CFP®Terms
    Certified Financial Planner CFP®Terms

    Certified Financial Planner CFP®Terms

    By: David Giles
    A.1 CFP Board’s Code of Ethics and Standards of Conduct, A.2 CFP Board’s Procedural Rules, A.3 Function, purpose, and general structure of financial institutions
    10
    Decks
    95
    Flashcards
    1
    Learner
  • GFC Chapter 1: The International Regulatory Environment
    GFC Chapter 1: The International Regulatory Environment

    GFC Chapter 1: The International Regulatory Environment

    By: Keith Wijeratne
    Chapter 1 - Models of Regulation, Chapter 1 - Regulated Activites and Products, Chapter 1 - Approaches to Supervision
    18
    Decks
    159
    Flashcards
    1
    Learner
  • 6. Taxation in the UK
    6. Taxation in the UK

    6. Taxation in the UK

    By: ed stringer
    7. Taxation of Direct Investments, 6. Corporation Tax and VAT, 5. SDLT and SDRT
    14
    Decks
    92
    Flashcards
    2
    Learners
  • OpCo RCM
    OpCo RCM

    OpCo RCM

    By: Merissa Maciazek
    Accounts Payable (APA) - Key Controls, Accounts Payable (APA) - Normal Controls, Cartesis (CAR) - Key Controls
    27
    Decks
    232
    Flashcards
    1
    Learner
  • ECN217 Applied Micro
    ECN217 Applied Micro

    ECN217 Applied Micro

    By: Matt Walsh
    Decision Under Risk, Prospect Theory, Behavioural Explanations of Individual Tax Compliance
    3
    Decks
    29
    Flashcards
    1
    Learner
  • REGULATION CPA EXAM - AREA 2: BUSINESS LAW
    REGULATION CPA EXAM - AREA 2: BUSINESS LAW

    REGULATION CPA EXAM - AREA 2: BUSINESS LAW

    By: Caleb Grijalva
    5.1 AUTHORITY OF AGENTS AND PRINCIPALS, 5.2 DUTIES AND LIABILITIES OF AGENTS AND PRINCIPAL, 6.1 FORMATION
    16
    Decks
    128
    Flashcards
    1
    Learner
  • CPP
    CPP

    CPP

    By: Haley Fister
    Rates, Vocabulary, Tax Compliance
    4
    Decks
    25
    Flashcards
    1
    Learner
  • Regulation Test CPA
    Regulation Test CPA

    Regulation Test CPA

    By: Michael Coen
    Lesson 1- Regulations Governing Practice Before the IRS, Lesson 2-IRC Code and Regulations Related to Tax Return Preparers, Lesson 3-Licensing and Disciplinary Systems
    13
    Decks
    114
    Flashcards
    1
    Learner
  • R03
    R03

    R03

    By: Megan Carlin
    Chapter 1 - Income Tax, Chapter 2 - NICs, Chapter 3 - CGT
    12
    Decks
    74
    Flashcards
    1
    Learner
  • Reg
    Reg

    Reg

    By: Matthew Keating
    Compliance Responsibilities, Legal Duties & Responsibilities, Licensing & Disciplinary Systems
    14
    Decks
    82
    Flashcards
    1
    Learner
  • REG
    REG

    REG

    By: L O
    9-Tax Practice and Procedure, TBS 1, 12-Privileged Communications, Confidentiality, and Privacy Acts
    13
    Decks
    35
    Flashcards
    1
    Learner

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