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cfp 1 - fundamentals and ethical considerations

This class was created by Brainscape user Travis Portwood. Visit their profile to learn more about the creator.

By: Travis Portwood
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Decks in this class (10)

Unit 3 - Cash Flow Management and Financing Strategies
No deck description has yet been added by the author.
21  cards
Unit 6 - Regulatory Requirements, Financial Institutions, Professional Conduct, and Fiduciary Responsibility
No deck description has yet been added by the author.
22  cards
Unit 1 - The Personal Financial Planning Process and Interpersonal Communication
No deck description has yet been added by the author.
27  cards
Unit 2 - Financial Statements: Analysis and preparation
No deck description has yet been added by the author.
21  cards
Unit 4 - TVM Principles part I
No deck description has yet been added by the author.
17  cards
Unit 5 - TVM Principles Part II
No deck description has yet been added by the author.
15  cards
Unit 7 - Professional Conduct and Fiduaciary Responsibility
No deck description has yet been added by the author.
22  cards
Unit 8 - The Economic and Legal Environment of Financial Planning
No deck description has yet been added by the author.
46  cards
Unit 9 - Education Planning, Savings and Spending Techniques
No deck description has yet been added by the author.
30  cards
Unit 10 - Financial Planning for special circumstances
No deck description has yet been added by the author.
14  cards

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cfp 1 - fundamentals and ethical considerations

  • Class purpose General learning

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