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  • Pass the 7
    Pass the 7

    Pass the 7

    By: Paul Tierney
    01 Equity Securities, Random, 02 Debt Securities ...
    21
    Decks
    1,357
    Flashcards
    18
    Learners
  • CeFS Unit 2
    CeFS Unit 2

    CeFS Unit 2

    By: Conor Horgan
    Topic 1 - Needs, Wants and Aspirations, Stray Questions, Topic 2 - Savings and Investment Products ...
    10
    Decks
    199
    Flashcards
    421
    Learners
  • HO APC
    HO APC

    HO APC

    By: Harry Ormerod
    RICS Crib sheet, Case Study, CPD Questions ...
    27
    Decks
    2,053
    Flashcards
    1
    Learner
  • CFP Exam - BIF Exam Prep
    CFP Exam - BIF Exam Prep

    CFP Exam - BIF Exam Prep

    By: Casey Morford
    BU - CFP's Code of Ethics, BU - Formulas, BU - Standard of Conduct ...
    17
    Decks
    693
    Flashcards
    54
    Learners
  • Business Management
    Business Management

    Business Management

    By: Paulina Staszak
    1.1 Introduction to business management, 1.2 Types of organizations, 1.3 Organizational objectives ...
    37
    Decks
    732
    Flashcards
    155
    Learners
  • CPA Exam
    CPA Exam

    CPA Exam

    By: Travis Hicks
    Audit Reports - Copy, Audit Reports, Audit Sampling ...
    55
    Decks
    1,347
    Flashcards
    9
    Learners
  • Business A Level
    Business A Level

    Business A Level

    By: Clini Le
    2.3. Further HRM, 2.4. Organisational structure, 2.5. Business communication ...
    18
    Decks
    457
    Flashcards
    108
    Learners
  • CPA
    CPA

    CPA

    By: Samantha Anderson
    Audit Reports, Audit Sampling, Engagement Planning ...
    54
    Decks
    1,320
    Flashcards
    10
    Learners
  • RPA 2
    RPA 2

    RPA 2

    By: Kim Bowman
    Assignment 1 - Investment Management, Assignment 2 - IRA's, Assignment 3 - Retirement Plans for Small Businesses ...
    13
    Decks
    337
    Flashcards
    10
    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
    102
    Learners
  • CPa
    CPa

    CPa

    By: MAGED IBRAHIM
    Audit Reports, Bec, Audit Sampling ...
    55
    Decks
    1,321
    Flashcards
    13
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  • Series 65 Exam
    Series 65 Exam

    Series 65 Exam

    By: Justin Bettinger
    Financial Profile Of A Client, Portfolio Management Styles/Techniques, Exam One ...
    13
    Decks
    324
    Flashcards
    167
    Learners
  • FIN2303
    FIN2303

    FIN2303

    By: Jonah Nieman
    Chapter 1: Personal Finance Overview, Chapter 3: Planning with Personal Financial Statements, Chapter 4: Using Tax Concepts Planning ...
    11
    Decks
    407
    Flashcards
    8
    Learners
  • LIBF Unit 2
    LIBF Unit 2

    LIBF Unit 2

    By: Lily Kersey
    1. Needs, Wants And Aspirations, 2. Savings And Investment Products, 3. Borrowing Products ...
    10
    Decks
    632
    Flashcards
    25
    Learners
  • CFP - Matthew Green
    CFP - Matthew Green

    CFP - Matthew Green

    By: Matthew Green
    Planning for Retirement Needs, Time Value of Money Practice Questions, Investments ...
    5
    Decks
    263
    Flashcards
    5
    Learners
  • Finance Unit 2
    Finance Unit 2

    Finance Unit 2

    By: Joanne Morris
    1.1 Needs, Wants And Aspirations, 1.2 How Needs, Wants And Aspirations Change Over The Life Cycle, 1.3 Satisfying Needs, Wants And Aspirations ...
    14
    Decks
    257
    Flashcards
    151
    Learners
  • Certified Financial Planner Exam 2021
    Certified Financial Planner Exam 2021

    Certified Financial Planner Exam 2021

    By: Kate Dore
    General Principles, Estate Planning, Retirement Planning ...
    6
    Decks
    134
    Flashcards
    3
    Learners
  • financial future
    financial future

    financial future

    By: Rain 28
    Personal Finance, Retirement Planning & Strategies, Estate Planning ...
    6
    Decks
    505
    Flashcards
    3
    Learners
  • CFP Exam Prep
    CFP Exam Prep

    CFP Exam Prep

    By: George A
    Fundamentals of Financial Planning, Investment Planning, Retirement Planning ...
    7
    Decks
    336
    Flashcards
    2
    Learners
  • ADHD Money Memory Bank
    ADHD Money Memory Bank

    ADHD Money Memory Bank

    By: David DeWitt
    2025 Retirement, Tax Brackets And Deductions, Investment Terms And Analogies ...
    14
    Decks
    566
    Flashcards
    1
    Learner
  • My own CFP flashcards
    My own CFP flashcards

    My own CFP flashcards

    By: Amy Spalding
    FP 511- General Fin Planning- module 8, FP 511-Gen FP- module 3 ratios, FP511 ...
    9
    Decks
    1,953
    Flashcards
    10
    Learners
  • AFC Study
    AFC Study

    AFC Study

    By: Patrick Sutherlin
    1 The Counseling Environment, 2 Client Information, 3_4 Strategic Counseling Plan and Client Goals ...
    26
    Decks
    408
    Flashcards
    2
    Learners
  • CFP Review
    CFP Review

    CFP Review

    By: Andrew Bae
    Fundamental Financial Planning Practices, Estate Planning and Legal Aspects, Insurance and Risk Management ...
    7
    Decks
    262
    Flashcards
    1
    Learner
  • CPA
    CPA

    CPA

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

    Test Questions Missed

    By: Jeff Pratt
    Test Questions Missed, 2nd Set Of Missed Test Questions, Taxes ...
    8
    Decks
    240
    Flashcards
    1
    Learner
  • BEC
    BEC

    BEC

    By: Allison Glenn
    BEC, Capital Budgeting, Corporate Governance ...
    55
    Decks
    1,320
    Flashcards
    5
    Learners
  • CFP Study Prep_self
    CFP Study Prep_self

    CFP Study Prep_self

    By: Alan Kneale
    Tax Planning, Fundamentals, Risk ...
    9
    Decks
    435
    Flashcards
    2
    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
  • CFP Exam: March 2013
    CFP Exam: March 2013

    CFP Exam: March 2013

    By: Jon Sycamore
    Fundamentals, Insurance, Investments ...
    7
    Decks
    1,075
    Flashcards
    5
    Learners
  • Accounting
    Accounting

    Accounting

    By: Matthew Miller
    Audit Reports, Audit Sampling, Engagement Planning ...
    54
    Decks
    1,335
    Flashcards
    151
    Learners

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