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Kristi House
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Decks in this class (12)
General Financial Planning - FP511 - Module 1
Define code of ethics and standar...,
Define economic assumptions,
Define financial planning
47
cards
General Financial Planning - FP511 - Module 2
Define behavioral finance,
During which stage of the financi...,
The client s risk assessment is b...
100
cards
General Financial Planning - FP511 - Module 3
A bank is an organization charter...,
National banks are subject to reg...,
What is the function of the offic...
131
cards
General Financial Planning - FP511 - Module 4
If they reset your calculator at ...
1
cards
General Financial Planning - FP511 - Module 5
T f the determination of whether ...,
What 3 questions serve as a check...,
Define integration factors
86
cards
General Financial Planning - FP511 - Module 6
Chapter 7 bankruptcy,
T f if state law is different fro...,
T f upon completion of chapter 7 ...
113
cards
General Financial Planning - FP511 - Module 7
Define american opportunity tax c...,
What is the maximum amount of cre...,
T f room and board are qualified ...
103
cards
Risk Mgmt, Insurance, & Empl Bene - FP512 - Module 1
Define risk,
Define peril,
Define hazard
14
cards
Risk Mgmt, Insurance, & Empl Bene - FP512 - Module 2
0
cards
Risk Mgmt, Insurance, & Empl Bene - FP512 - Module 3
0
cards
Risk Mgmt, Insurance, & Empl Bene - FP512 - Module 4
0
cards
Risk Mgmt, Insurance, & Empl Bene - FP512 - Module 5
0
cards
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CFP Coursework
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