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  • CFP® | FP511
    CFP® | FP511

    CFP® | FP511

    By: A C
    LO 1.1.1: Categorize the personal financial process according to the steps outlined in the CFP Board's Practice Standards, LO 1.1.2: Determine whether a financial planner-client relationship constitutes financial planning as stated in the CFP Board Code of Ethics and Standards of Conduct, LO 1.1.3: Evaluate a scenario based on six principles of the CFP Board’s Code of Ethics to determine if there are violations. ...
    61
    Decks
    1,089
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    17
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  • Finance
    Finance

    Finance

    By: Lucy Findlater
    L3 Money, Bond and Equity Market, L4 Foreign Exchange Market and Derivatives, L5 Theories of financial intermediation ...
    9
    Decks
    110
    Flashcards
    1
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  • CPA Aust Business Finance
    CPA Aust Business Finance

    CPA Aust Business Finance

    By: Mikayla Puiri
    Module 1: Intro to Money markets, Module 2: Intro to Financial Theories, Module 3: Intro to Risk Identification, Assessment And Management ...
    9
    Decks
    98
    Flashcards
    1
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  • Paper 1 EBO
    Paper 1 EBO

    Paper 1 EBO

    By: Lamic Haile
    1.1.2 Business objectives, 1.1.3 Stakeholder and their objectives, 1.2.1 Role of an entrepreneur in the economy ...
    20
    Decks
    154
    Flashcards
    2
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  • business
    business

    business

    By: Sarlott Sipos
    ownership liability size, Purposes, sectors and scope, Stakeholders and their influence ...
    12
    Decks
    107
    Flashcards
    1
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  • CGFM-Study Guide 3
    CGFM-Study Guide 3

    CGFM-Study Guide 3

    By: Curby Colvin
    Section 1: Financial Management Functions, Section 1 Chapter 1: Cash Management, Section 1 Chapter 2: Investment Management ...
    21
    Decks
    176
    Flashcards
    5
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  • AFC Study Guide
    AFC Study Guide

    AFC Study Guide

    By: Nikole Dangerfield-Hastings
    Module 1.0: The Counseling Environment, Module 2.0: Client Information, Module 3.0: Strategic Counseling Plan ...
    39
    Decks
    56
    Flashcards
    2
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  • consumer
    consumer

    consumer

    By: angelina yanez
    Credit Vocabulary List, Consumer Rights And Responsabilities, Insurance And Risk
    3
    Decks
    46
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    1
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  • 3 Models
    3 Models

    3 Models

    By: Josh Leffen
    3.1 Modeling Overview and IR Models, 3.2 Credit Risk
    2
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    34
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    1
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  • Ch. 2 Policy Provisions and Contract Law
    Ch. 2 Policy Provisions and Contract Law

    Ch. 2 Policy Provisions and Contract Law

    By: Jorge Nevarez
    Insurance Contracts, Policy Structure, Insured and Insurance Company ...
    8
    Decks
    41
    Flashcards
    1
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  • Business Studies
    Business Studies

    Business Studies

    By: Ruan Marcos
    Topic 1:Skills Development Act, Topic 1:Labour Relations Act, Topic 1:Employment Equity Act ...
    48
    Decks
    429
    Flashcards
    1
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  • Commercial Law
    Commercial Law

    Commercial Law

    By: Mr. McBulldops
    1 The Credit Card System, 2 Errors and Fraud in Credit Card Transactions, 3 Debit Cards ...
    18
    Decks
    140
    Flashcards
    1
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  • AFCPE - Section 1
    AFCPE - Section 1

    AFCPE - Section 1

    By: Kayla Jachimowski
    M1: The Counseling Environment, M2: Client Information, M3: Strategic Counseling Plan ...
    30
    Decks
    87
    Flashcards
    1
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  • FRM Part 2
    FRM Part 2

    FRM Part 2

    By: Richard Sutcliffe
    Operational Risk and Resilience, Credit Risk
    2
    Decks
    22
    Flashcards
    1
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  • (TUE) Economics
    (TUE) Economics

    (TUE) Economics

    By: Imogen Higgins
    1.1 Scarcity, Choice And Potential Conflicts, 1.2 Enterprise, Business And The Economy, 1.3 Introducing The Market ...
    23
    Decks
    77
    Flashcards
    1
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  • Fixed Income Analysis
    Fixed Income Analysis

    Fixed Income Analysis

    By: c p
    3 Types Of Credit Risk, Chap. 15 Credit analysis, Chap. 1 features of debt securities
    3
    Decks
    26
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    1
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  • Financial Markets
    Financial Markets

    Financial Markets

    By: April Clarese
    Overview of Financial System and Markets, Philippine Financial System, Managing Credit Risk in Money Market ...
    8
    Decks
    49
    Flashcards
    1
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  • TPS - SFM
    TPS - SFM

    TPS - SFM

    By: Craig Forsyth
    Module P1 - Ratios, Module P2 - Sources of Finance, Module P3 - Financial Maths ...
    18
    Decks
    47
    Flashcards
    2
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  • CAA
    CAA

    CAA

    By: anything wor
    Lecture 1 - Concepts and Principals of Credit Lending, Lecture 2 - Sources of Credit Information, Lecture 3 - Operating Risk Analysis ...
    13
    Decks
    29
    Flashcards
    1
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  • FTX2000S
    FTX2000S

    FTX2000S

    By: Jovan Bekker
    Property, Saving And Managing Credit, Personal Financial Management ...
    8
    Decks
    54
    Flashcards
    1
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  • FSA
    FSA

    FSA

    By: Lorraine Pascual
    Module 4 - Ratios, Module 4 - Credit Structure, Module 3: Profitability, Cash Flow and Risk Analysis ...
    4
    Decks
    24
    Flashcards
    1
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  • International Investment
    International Investment

    International Investment

    By: Stephanie Silva
    Topic 5 - Alternative Investments ((ii) What is an Exchange Traded Fund (ETF) & advantages and disadvantages of ETFs), Topic 5-Alternative Investments ((iii) Types of ETFs), Topic 5-Alternative Investments ((iv) What is a Hedge Fund & differences from traditional funds) ...
    15
    Decks
    91
    Flashcards
    2
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  • Commercial And Consumer Contracts
    Commercial And Consumer Contracts

    Commercial And Consumer Contracts

    By: Charlotte Dempster
    Description Of Goods, Implied Terms About Quality Or Fitness S14, Gooda Fit For A Particular Purpose ...
    11
    Decks
    79
    Flashcards
    1
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  • ADM 3350
    ADM 3350

    ADM 3350

    By: elliot caruso
    Midterm MC questions, Chapter 27: Financial Planning and Short-Term Finance, Chapter 29: Credit Management ...
    5
    Decks
    39
    Flashcards
    1
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  • Risk Assessment
    Risk Assessment

    Risk Assessment

    By: Nicholas Basuki
    Credit Risk, Market Risk, Operational Risk
    3
    Decks
    18
    Flashcards
    1
    Learner
  • Derivatives
    Derivatives

    Derivatives

    By: Bunga Bunga Presidente
    Greek Letters, Value of Options, Arguments Hedging ...
    10
    Decks
    46
    Flashcards
    1
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  • Regulation
    Regulation

    Regulation

    By: Michelle Miller
    Malpractice Liability Questions-Wrong, Federal Statutory Liability Questions-Wrong, Privileged Communications, Confidentiality, and Privacy ActsPrivilege- ...
    33
    Decks
    132
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    1
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  • L1 58 Forward Markets and Contracts
    L1 58 Forward Markets and Contracts

    L1 58 Forward Markets and Contracts

    By: Steven Popovic
    58.A: EXPLAIN DELIVERY/SETTLEMENT AND DEFAULT RISK FOR BOTH LONG AND SHORT POSITIONS IN A FORWARD CONTRACT;, B DESCRIBE THE PROCEDURES FOR SETTLING A FORWARD CONTRACT AT EXPIRATION, AND HOW TERMINATION PRIOR TO EXPIRATION CAN AFFECT CREDIT RISK;, 58.C: DISTINGUISH BETWEEN A DEALER AND AN END USER OF A FORWARD CONTRACT; ...
    9
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    27
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    1
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