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Learn Financial Planning 1

Study Financial Planning 1 using smart web & mobile flashcards created by top students, teachers, and professors. Prep for a quiz or learn for fun!
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  • FINRA - Series 10
    FINRA - Series 10

    FINRA - Series 10

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    JA BEC Flashcards

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    LIBF Unit 2

    LIBF Unit 2

    By: Lily Kersey
    1. Needs, Wants And Aspirations, 2. Savings And Investment Products, 3. Borrowing Products ...
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    CTP 6th Edition

    CTP 6th Edition

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    CH 1. Role of Treasury Management, CH 2. Legal, Regulatory and Tax Environment, CH 3. Banks and Financial Institutions ...
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    CPA: BEC

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    I - Corporate Governance, II - Risk Management, III - Economics ...
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  • 2024 M92 Business and Finance
    2024 M92 Business and Finance

    2024 M92 Business and Finance

    By: Neil Park
    Chapter 1 - Structure Of The Insurance Industry, Chapter 2 - Roles And Responsibilities, Chapter 3 - Planning And Control ...
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  • Business Alevel
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    Business Alevel

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    1.1 - Meeting Customer Needs, 1.2 The Market, 1.3 Marketing risk and Strategy ...
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  • Business A-level Edexcel
    Business A-level Edexcel

    Business A-level Edexcel

    By: Charlotte Campbell
    Theme 1.3 Marketing Mix and Strategy, Theme 1.4 Managing People, Unit 1- Marketing and People ...
    14
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    1,145
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  • RICS APC JOC
    RICS APC JOC

    RICS APC JOC

    By: James O'Connor
    01 Professional Practice, 02 Insurance, 03 Complaints ...
    23
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  • CFP
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    By: Megan Leonard
    Diagnostic Exam and Book 1, Book 2 Pages 1 - 101, Book 2 Pages 102 - End ...
    65
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    business

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    25
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    1,403
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  • Actuarial F203 - General Insurance
    Actuarial F203 - General Insurance

    Actuarial F203 - General Insurance

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    Chapter 1: The SA general insurance market, Chapter 2: Taxation and supervision, Chapter 3: Solvency Assessment and Management (SAM) ...
    43
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    1,378
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  • AFC Study Group
    AFC Study Group

    AFC Study Group

    By: Jackie Mayo
    AFC Module 1 The Counseling Environment, AFC Module 2 - Client Information, AFC Module 4 - Client Goals ...
    19
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    314
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  • Short M92 Business and Finance
    Short M92 Business and Finance

    Short M92 Business and Finance

    By: Neil Park
    Chapter 1 - Structure Of The Insurance Industry, Chapter 2 - Roles And Responsibilities, Chapter 3 - Planning And Control ...
    11
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    584
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    127
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  • Group Health Finance and Valuation
    Group Health Finance and Valuation

    Group Health Finance and Valuation

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    Objection 1 - Reserving, Objective 2 - Appraisals, Misc Additional Cards ...
    7
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    277
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  • Cemap 2&3 Self Testing
    Cemap 2&3 Self Testing

    Cemap 2&3 Self Testing

    By: Alicia Tse
    1. Property and Mortgage Markets, 2. Types Of Borrower, 3. Mortgage Regulation ...
    29
    Decks
    1,341
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  • CISI Financial Planning
    CISI Financial Planning

    CISI Financial Planning

    By: David Bailey
    Chapter 1 - Financial Planning, Chapter 2 - Financial Protection (part 1)- Life Insurance, Chapter 2 - Financial Protection (Part 2) - Income Protection ...
    7
    Decks
    188
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    1
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  • AWM
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    AWM

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    1 - REGS (fin.), 2 - FINANCIAL PLANNING (fin), 3 - INVESTMENT PLANNING (fin.) ...
    7
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    527
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  • ChFC HS 300: Financial Planning: Process and Environment
    ChFC HS 300: Financial Planning: Process and Environment

    ChFC HS 300: Financial Planning: Process and Environment

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    Ch.2 - Communicating Effectively with Clients, Ch.1 - Financial Planning Process, Ch.3 - Ethics, Professionalism, and Practice Standards ...
    12
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    20
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  • CPA - BEC
    CPA - BEC

    CPA - BEC

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    Corporate Governance, Capital Budgeting, Cost Accounting ...
    16
    Decks
    400
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    5
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  • CPA BEC 1
    CPA BEC 1

    CPA BEC 1

    By: Andrew cord
    Capital Budgeting, Corporate Governance, Cost Accounting ...
    16
    Decks
    1,043
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  • RICS Revision
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    Conduct rules, ethics and professional practice, Health & safety, Communication and negotiation / Teamworking ...
    42
    Decks
    1,956
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  • CFP
    CFP

    CFP

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    Basics of Taxation, Structure and Taxation of Business Entities, Advanced Tax Concepts ...
    28
    Decks
    683
    Flashcards
    1
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  • BEC
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    Capital Budgeting, Corporate Governance, Cost Accounting ...
    34
    Decks
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  • CAIB 4
    CAIB 4

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    Chapter 1 - Planning, Chapter 2 - Organizing, Chapter 3 - Human Resources ...
    10
    Decks
    187
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    322
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  • A&S Accident & Sickness Insurance (OFFICIAL LLQP )
    A&S Accident & Sickness Insurance (OFFICIAL LLQP )

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  • Contemporary Applications in Financial Planning
    Contemporary Applications in Financial Planning

    Contemporary Applications in Financial Planning

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    Ch1 - The Financial Planning Process COPY, Ch2 - Case Studies And Live Clients, Ch4 - Estate Planning & Federal Taxation ...
    14
    Decks
    363
    Flashcards
    10
    Learners
  • Finance Unit 3
    Finance Unit 3

    Finance Unit 3

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    Topic 1 Personal Financial Sustainability, Topic 2 - How The State Can Help, Topic 4 - Monitoring and Adapting Personal Financial Plans ...
    7
    Decks
    403
    Flashcards
    105
    Learners
  • RICS APC Mandatory
    RICS APC Mandatory

    RICS APC Mandatory

    By: Adrian Regan
    APC Business Planning Level 1, APC Accounting principles and procedures Level 1, APC Communication and Negotiation Level 2 ...
    17
    Decks
    190
    Flashcards
    393
    Learners
  • Economic Engineering
    Economic Engineering

    Economic Engineering

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    [1] Financial Statements, [2.1] Financial Analysis Planning, [2.2] Financial Analysis Ratios ...
    7
    Decks
    59
    Flashcards
    1
    Learner

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