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Learn Financial Planning

Study Financial Planning using smart web & mobile flashcards created by top students, teachers, and professors. Prep for a quiz or learn for fun!
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  • Fundamentals of CFP
    Fundamentals of CFP

    Fundamentals of CFP

    By: Ethan Hightower
    Economic Terms and Concepts, Client Specific Terms, Factors in FP process, TVM, NPV, etc ...
    8
    Decks
    232
    Flashcards
    1
    Learner
  • Advanced Financial planning
    Advanced Financial planning

    Advanced Financial planning

    By: Simon Rutstrom
    For Midterm exam Advanced Financial Planning
    1
    Decks
    22
    Flashcards
    2
    Learners
  • Financial Planning & Analysis
    Financial Planning & Analysis

    Financial Planning & Analysis

    By: Nghi Ho
    Financial Management
    1
    Decks
    41
    Flashcards
    3
    Learners
  • Financial Planning-CFP
    Financial Planning-CFP

    Financial Planning-CFP

    By: Jody Carmack
    Financial Planning & Ins
    1
    Decks
    168
    Flashcards
    2
    Learners
  • 2.2 Financial planning
    2.2 Financial planning

    2.2 Financial planning

    By: Maddie Charles
    Sales Forecasting, Sales, Revenue and costs
    2
    Decks
    34
    Flashcards
    1
    Learner
  • Budgets, Financial Plans & Paying for College
    Budgets, Financial Plans & Paying for College

    Budgets, Financial Plans & Paying for College

    By: Shelley Gardner
    Budgets & Financial Plans, Paying for College & Financial Aid
    2
    Decks
    22
    Flashcards
    3
    Learners
  • RO6 Case 1
    RO6 Case 1

    RO6 Case 1

    By: Jacques Sheppard
    Maintain Standard Of Living, Pass On Estate To 2 Children, Improve Tax Efficiency ...
    4
    Decks
    97
    Flashcards
    1
    Learner
  • BEC
    BEC

    BEC

    By: Michelle Taylor
    Financial Mgmt & Capital (mostly), BEC Deck 2, BEC Deck 3 : Decision Making (mostly) ...
    5
    Decks
    108
    Flashcards
    1
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  • Personal Financial Planning
    Personal Financial Planning

    Personal Financial Planning

    By: Colin Tan
    Topic 1, Topic 5, Topic 11 ...
    9
    Decks
    75
    Flashcards
    2
    Learners
  • BEC - Financial Planning
    BEC - Financial Planning

    BEC - Financial Planning

    By: Kayan Tse
    Financial Planning
    1
    Decks
    19
    Flashcards
    2
    Learners
  • Intro To Financial Planning Process
    Intro To Financial Planning Process

    Intro To Financial Planning Process

    By: Vera Uhiara
    Module 1
    1
    Decks
    70
    Flashcards
    2
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  • Personal Financial Planning - 2277A- Barry Hawn
    Personal Financial Planning - 2277A- Barry Hawn

    Personal Financial Planning - 2277A- Barry Hawn

    By: Jonathan Palarchio
    Chapter 1: Overview of Financial Planning - Supplementary, Chapter 3 (September 9th): Planing with Personal Financial Statements (MOST IMPORTANT), Chapter 4 (September 16th): Using Tax Concepts for Planning (TIED FOR MOST IMPORTANT)
    3
    Decks
    118
    Flashcards
    1
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  • Financial planning Part 1
    Financial planning Part 1

    Financial planning Part 1

    By: Jacky Villegas
    Part 1 (Simple Discount, Compound, Cash Value, Nominal rate
    1
    Decks
    20
    Flashcards
    2
    Learners
  • Financial Planing
    Financial Planing

    Financial Planing

    By: Jonathan Jimerson
    Final Review
    1
    Decks
    26
    Flashcards
    2
    Learners
  • Financial Planning
    Financial Planning

    Financial Planning

    By: Dirk Roper
    Annuities, Investing, Plynty tips and tricks ...
    6
    Decks
    59
    Flashcards
    1
    Learner
  • CISI Advanced Financial Planning UK 2021/2
    CISI Advanced Financial Planning UK 2021/2

    CISI Advanced Financial Planning UK 2021/2

    By: John Pulahi
    Learning Outcome 01- The Financial Planning Process, Learning Outcome 02 - Financial Planning Principles, Learning Outcome 03 - Financial Management ...
    8
    Decks
    21
    Flashcards
    2
    Learners
  • Financial Planning and Investment
    Financial Planning and Investment

    Financial Planning and Investment

    By: Vivien Therese VIllalobos
    Production Factor, Financial Goals, Financial Plan
    3
    Decks
    51
    Flashcards
    1
    Learner
  • Financial Planning 3B
    Financial Planning 3B

    Financial Planning 3B

    By: REAMOHETSOE SEITATOLE TSOEUTE
    Marriages and Mattrimonial Property Law, Law of Succession, Estate Duty ...
    10
    Decks
    51
    Flashcards
    1
    Learner
  • CFPE 501: Financial Planning Process & Insurance
    CFPE 501: Financial Planning Process & Insurance

    CFPE 501: Financial Planning Process & Insurance

    By: Daniel Courtney
    Concepts, Definitions
    2
    Decks
    144
    Flashcards
    1
    Learner
  • Financial Planning & Advice
    Financial Planning & Advice

    Financial Planning & Advice

    By: Colin Reed
    Financial Planning & Advice
    1
    Decks
    65
    Flashcards
    1
    Learner
  • Financial Planning
    Financial Planning

    Financial Planning

    By: Kelly Xue
    Practice Test 1 - Joseph & Sally, Practice Test 1 - Peter & Katie, Practice Test 2 - Dean single ...
    29
    Decks
    254
    Flashcards
    1
    Learner
  • Financial Planning
    Financial Planning

    Financial Planning

    By: Sandhya Pandey
    Chapter 10 & 11
    1
    Decks
    20
    Flashcards
    1
    Learner
  • CPA: BEC - Financial Planning
    CPA: BEC - Financial Planning

    CPA: BEC - Financial Planning

    By: Gregg Loughridge
    Financial Planning
    1
    Decks
    19
    Flashcards
    2
    Learners
  • BEC: Financial Planning
    BEC: Financial Planning

    BEC: Financial Planning

    By: Carlos Arteaga
    Financial Planning
    1
    Decks
    30
    Flashcards
    1
    Learner
  • Financial Planning
    Financial Planning

    Financial Planning

    By: Rohan C
    Retirement Planning
    1
    Decks
    19
    Flashcards
    1
    Learner
  • Financial Planning
    Financial Planning

    Financial Planning

    By: Nicole Turnwald
    Financial Planning
    1
    Decks
    19
    Flashcards
    1
    Learner
  • Personal financial planning
    Personal financial planning

    Personal financial planning

    By: Djamel Bekkai
    Midterm
    1
    Decks
    26
    Flashcards
    1
    Learner
  • Financial Planning & Advice
    Financial Planning & Advice

    Financial Planning & Advice

    By: Stefan De Lange
    Financial Planning Fundamentals
    1
    Decks
    37
    Flashcards
    1
    Learner
  • Financial Planning Vocabulary Terms
    Financial Planning Vocabulary Terms

    Financial Planning Vocabulary Terms

    By: Mia Svec
    Section 1
    1
    Decks
    36
    Flashcards
    1
    Learner
  • BEC - Financial Planning
    BEC - Financial Planning

    BEC - Financial Planning

    By: Michael Beatson
    Financial Planning
    1
    Decks
    19
    Flashcards
    1
    Learner

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