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Angelโs CFP Brain ๐๐ง ๐ต๐๏ธ
Angelโs CFP Brain ๐๐ง ๐ต๐๏ธ
By: Angel McClinton
6,881 Cards –87 Decks –2 LearnersSample 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 ManagementShow Class -
SS Own Cards
SS Own Cards
By: Shekar Supanekar
3,053 Cards –35 Decks –2 LearnersSample Decks: Lesson 1 of Investment Planning: Fundamentals of Investments, Lesson 2 of Investment Planning: Portfolio Theory, Lesson 3 of Investment Planning: Measuring ReturnShow Class -
CFP
CFP
By: Adam Farid
1,011 Cards –27 Decks –17 LearnersSample Decks: Health Insurance, Long Term Care/Disability Coverage, Property And Liability InsuranceShow Class -
CPWA
CPWA
By: Raymond Tinglin
1,510 Cards –99 Decks –51 LearnersSample Decks: Tax Planning, Charitable Planning, Executive CompensationShow Class -
1. CFP Exam (updating w/ 2017 numbers from CFFP)
1. CFP Exam (updating w/ 2017 numbers from CFFP)
By: Daniel Cutter
990 Cards –17 Decks –125 LearnersSample Decks: General Financial Planning Principles (17%), Terms, ConceptsShow Class -
CFP 3/17
CFP 3/17
By: Kimberly Papik
772 Cards –48 Decks –30 LearnersSample Decks: Financial Planning Process, Insurance, Ethics and LawShow Class -
My CFP Flashcards
My CFP Flashcards
By: Carly Jeavons
1,052 Cards –21 Decks –40 LearnersSample Decks: Professional Conduct, General Principles, BIG RETIREMENT CONCEPTS (Every Day)Show Class -
Estate Planning
Estate Planning
By: Leo O'Connor
428 Cards –13 Decks –48 LearnersSample Decks: Chapter 1 - Introduction to Estate Planning, Chapter 2 - Basic Estate Planning Documents, Chapter 3 - Types of Property InterestsShow Class -
AF1
AF1
By: Vicky Bullivant
469 Cards –15 Decks –116 LearnersSample Decks: Wills/intestacy and power of attorney, Bankruptcy, TrustsShow Class -
CPWA
CPWA
By: katheryn jones
372 Cards –11 Decks –168 LearnersSample Decks: Ethics, Behavioral Finance, Family Wealth DynamicsShow Class -
CFP 4 Retirement & Benefits
CFP 4 Retirement & Benefits
By: David Freiler
1,392 Cards –17 Decks –219 LearnersSample Decks: Retirement: 1-1 Retirement Needs Analysis, Retirement: 1-2 Retirement Planning Process, Retirement: 1-3,4 Retirement Planning CalculationsShow Class -
CFP Canada
CFP Canada
By: C D
336 Cards –7 Decks –41 LearnersSample Decks: Fundamentals of Financial Planning, Investment Planning, Retirement PlanningShow Class -
Income Tax
Income Tax
By: Leo O'Connor
706 Cards –11 Decks –105 LearnersSample Decks: Chapter 2 - Policy Standards for a Good Tax, Chapter 1 - Taxes and Taxing Jurisdictions, Chapter 4 - Maxims of Income Tax PlanningShow Class -
CFP
CFP
By: ryan halvorson
1,030 Cards –51 Decks –290 LearnersSample Decks: Rules of Conduct, Code of Ethics, Financial Planning Practice StandardsShow Class -
CFP
CFP
By: Liz sylvan
1,334 Cards –8 Decks –52 LearnersSample Decks: Financial Planning General, Ethics and Standards, Insurance PlanningShow Class -
CFP Canada Exam Study 2021
CFP Canada Exam Study 2021
By: B B
614 Cards –13 Decks –16 LearnersSample Decks: Fundamentals of Financial Planning, Standards of Practice, Retirement PlanningShow Class -
AFA
AFA
By: Josh Freire-Mckinnell
837 Cards –38 Decks –5 LearnersSample Decks: Taxation Topic 1 - Domicile and Residence, Taxation Topic 2 - Income Tax, Taxation Topic 3 - Capital Gains TaxShow Class -
CFP Canada
CFP Canada
By: Kemi Dada
788 Cards –26 Decks –29 LearnersSample Decks: Investments, CPP Basic Info, Behavioural FinanceShow Class -
Series 7
Series 7
By: Ben Gurley
1,212 Cards –34 Decks –28 LearnersSample Decks: Customer Accounts, Margin Rules, Long Margin AccountsShow Class -
CFP Exam
CFP Exam
By: T W
668 Cards –18 Decks –1 LearnerSample Decks: Fundamentals of Financial Planning, Investment Planning, Retirement PlanningShow Class -
CFP Exam Prep
CFP Exam Prep
By: Marques Young
561 Cards –21 Decks –2 LearnersSample 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 InsuranceShow Class -
Life & Health Insurance Exam
Life & Health Insurance Exam
By: Melanie Demb
972 Cards –15 Decks –293 LearnersSample Decks: Chapter 1: General Insurance, Chapter 2: Life Basics, Chapter 3: Types of Policies and RidersShow Class -
Certified Financial Planner Core Curriculum
Certified Financial Planner Core Curriculum
By: Mackenzie Stuart
1,415 Cards –16 Decks –6 LearnersSample Decks: Government Benefits Plans - CPP, Chapter 6: Legal Fundamentals, Chapter 7: Basics of TaxationShow Class -
CFP Exam March 2023
CFP Exam March 2023
By: Unknown Unknown
767 Cards –7 Decks –1 LearnerSample Decks: Investment Planning, Estate Planning, Tax PlanningShow Class -
Intro to Business
Intro to Business
By: erica cramer
1,773 Cards –41 Decks –1,060 LearnersSample Decks: Areas of Business, Chapter 1 test, Chapter 2 testShow Class -
REG CPA
REG CPA
By: Alina Petrauskaite
814 Cards –24 Decks –24 LearnersSample Decks: Ethics, Law 1933 & 1934, ContractsShow Class -
CPA
CPA
By: Von Ruefle
1,333 Cards –54 Decks –191 LearnersSample Decks: Agency Law, Bankruptcy, Business StructuresShow Class -
Af1
Af1
By: Michelle Boakes
765 Cards –18 Decks –15 LearnersSample Decks: Tax, Wills And Intestacy, Life Assurance And Pensions In TrustShow Class -
CFP - Finley
CFP - Finley
By: Doug Finley
1,606 Cards –11 Decks –11 LearnersSample Decks: CFP - 2.1 Insurance, CFP - 2.2 Insurance, CFP - 2.3 InsuranceShow Class -
CFP
CFP
By: Nathan Weddle
767 Cards –13 Decks –62 LearnersSample Decks: General Principles, Retirement Planning, InsuranceShow Class