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  • CFP
    CFP

    CFP

    By: Colbey Gilford
    Social Security, Fundamentals, Insurance
    7
    Decks
    175
    Flashcards
    2
    Learners
  • prelicense real estate
    prelicense real estate

    prelicense real estate

    By: she likes to study .
    Real Estate Licensing in North Carolina, What Is Real Estate, Physical and Economic Characteristics of Land
    38
    Decks
    1,444
    Flashcards
    1
    Learner
  • QAFP
    QAFP

    QAFP

    By: Alyssa Ung
    Tax, Insurance, Registered Plans/Retirement
    8
    Decks
    186
    Flashcards
    3
    Learners
  • CFP Review
    CFP Review

    CFP Review

    By: Justin Pagan
    Retirement Planning, Estate Planning, Income tax
    5
    Decks
    279
    Flashcards
    11
    Learners
  • CPA EXAM flashcards
    CPA EXAM flashcards

    CPA EXAM flashcards

    By: Heather Smith
    Audit Reports - Copy, Audit Reports, Audit Sampling
    56
    Decks
    1,538
    Flashcards
    9
    Learners
  • CFP Canada 2021
    CFP Canada 2021

    CFP Canada 2021

    By: Hamin Lim
    Tax Planning, Retirement Planning, Estate Planning
    7
    Decks
    93
    Flashcards
    6
    Learners
  • CPA
    CPA

    CPA

    By: Samantha Anderson
    Audit Reports, Audit Sampling, Engagement Planning
    54
    Decks
    1,320
    Flashcards
    10
    Learners
  • CFP CARDS
    CFP CARDS

    CFP CARDS

    By: Austin Whittington
    Investment Planning, Fundamentals, Income Tax Planning
    5
    Decks
    246
    Flashcards
    1
    Learner
  • CPA
    CPA

    CPA

    By: James Akpo
    Audit Reports, Audit Sampling, Engagement Planning
    52
    Decks
    1,282
    Flashcards
    13
    Learners
  • CFP Review- Dalton Education
    CFP Review- Dalton Education

    CFP Review- Dalton Education

    By: Emily Baker
    Fundamentals of Financial Planning, Insurance Planning, Investments
    6
    Decks
    29
    Flashcards
    24
    Learners
  • WME
    WME

    WME

    By: Mathieu Gouraud
    CH 5 - Residential Mortgages, CH 8 - Understanding Tax Returns, Ch 10 Retirement Savings Plans
    16
    Decks
    364
    Flashcards
    14
    Learners
  • CFP Review
    CFP Review

    CFP Review

    By: F F
    Fundamentals & Insurance, Investment Planning, Psychology of Financial Planning
    7
    Decks
    383
    Flashcards
    5
    Learners
  • Federal Income Tax I
    Federal Income Tax I

    Federal Income Tax I

    By: Stephanie Scott
    Chapter 1: Introduction To Tax, Chapter 2: Tax Compliance, IRS and Tax Authorities, Chapter 3: Tax Planning Strategies and Related Limitations
    7
    Decks
    237
    Flashcards
    29
    Learners
  • CPa
    CPa

    CPa

    By: MAGED IBRAHIM
    Audit Reports, Bec, Audit Sampling
    55
    Decks
    1,321
    Flashcards
    13
    Learners
  • CPWA
    CPWA

    CPWA

    By: Timothy Meyer
    Section 6: Risk Management and Asset Protection, Section 1: Ethics, Section 7: Charitable Giving
    9
    Decks
    329
    Flashcards
    15
    Learners
  • RO3 Keys
    RO3 Keys

    RO3 Keys

    By: daniel etherington
    1 - Income Tax, 2 - NI Contributions, 3 - CGT
    15
    Decks
    437
    Flashcards
    2
    Learners
  • 2014 CPA Audit
    2014 CPA Audit

    2014 CPA Audit

    By: Stephanie Geeslin
    Audit, Accounting Changes, Agency Law
    53
    Decks
    1,232
    Flashcards
    5
    Learners
  • Agency Law
    Agency Law

    Agency Law

    By: Maarten Vermeulen
    Agency Law, Audit Reports, Audit Sampling
    54
    Decks
    1,250
    Flashcards
    10
    Learners
  • CPA Exam
    CPA Exam

    CPA Exam

    By: Shirley Rice
    Agency Law, Bankruptcy, Business Structures
    54
    Decks
    1,335
    Flashcards
    7
    Learners
  • CFP
    CFP

    CFP

    By: Jennifer Bromberg
    General Principles/Conduct/Psychology, Risk Management/ Insurance Planning, Investment planning
    6
    Decks
    714
    Flashcards
    2
    Learners
  • BIF Review
    BIF Review

    BIF Review

    By: Serena Concepcion
    General principles, Insurance Planning, Investment Planning
    7
    Decks
    682
    Flashcards
    1
    Learner
  • CPA ALL
    CPA ALL

    CPA ALL

    By: Stephanie Langhorst
    Accounting Changes, Agency Law, Audit Reports
    54
    Decks
    1,320
    Flashcards
    6
    Learners
  • CRPC
    CRPC

    CRPC

    By: Nicolas Stanley
    Maximizing the Client Experience During the Retirement Planning Process, Principles & Strategies When Investing for Retirement, Strategies for Maximizing Social Security Benefits
    11
    Decks
    301
    Flashcards
    88
    Learners
  • CFP 5 Estate
    CFP 5 Estate

    CFP 5 Estate

    By: David Freiler
    1. Property Ownership, Estate Planning Process and Goals, 2. The Federal Gift Tax
    2
    Decks
    59
    Flashcards
    67
    Learners
  • CFP Flashcards - July 2021 Exam
    CFP Flashcards - July 2021 Exam

    CFP Flashcards - July 2021 Exam

    By: Scott Neuberger
    Professional Conduct & Regulation, Education Planning, Estate Planning
    8
    Decks
    524
    Flashcards
    1
    Learner
  • REG
    REG

    REG

    By: Jessica Martinez
    CONTRACTS, UCC Art. 2 - SALES, UCC Art. 3 - NEGOTIABLE INSTRUMENTS
    17
    Decks
    355
    Flashcards
    3
    Learners
  • CPA
    CPA

    CPA

    By: Ashley Clark
    Audit Reports - Clarified SAS, Audit Reports - Pre-Clarity, Audit Sampling
    55
    Decks
    1,325
    Flashcards
    7
    Learners
  • Cpa
    Cpa

    Cpa

    By: misbah musharaf
    Audit Reports, Audit Sampling, Engagement Planning
    54
    Decks
    1,333
    Flashcards
    5
    Learners
  • CLU
    CLU

    CLU

    By: Sue Z
    Ch 1 - Forecasting Estate Settlement Costs, Ch 2 - Life Insurance In Estate Planning, Ch 3 - Irrevocable Life Insurance Trusts
    16
    Decks
    515
    Flashcards
    15
    Learners
  • BEC
    BEC

    BEC

    By: Allison Glenn
    BEC, Capital Budgeting, Corporate Governance
    55
    Decks
    1,320
    Flashcards
    5
    Learners

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