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Nipa Patel
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Decks in this class (10)
Conduct
Determination of financial advice 1,
Conduct unacceptable permanently ...,
Conduct presumptive bar 3
45
cards
Investment Mgt
Options buyers rights 1,
Options seller s obligations 2,
Yield curve 3
69
cards
General
Who issues new issues to the publ...,
What are the two financial markets 2,
Money markets 3
116
cards
Estate Planning
Grantor trust basic rules 1,
Grantor trust rights and taxation 2,
Grat 3
138
cards
Tax Planning
When is 1041 filed 1,
Property not classified as cap as...,
Net capital gains 3
115
cards
Retirement Planning
Methods of rollover from ira and ...,
Traditional rollover 2,
Direct transfer rollover 3
147
cards
Psychology
Overconfidence 1,
Illusion of control 2,
Persuasion bias 3
25
cards
Risk Management
Buy sell cross purchase 1,
Buy sell cross pros and cons 2,
Buy sell entity purchase agrt adv...
56
cards
Formulas
Real rate of return 1,
Arithmetic average 2,
Standard deviation 3
37
cards
QBank TakeAways
CPF Numbers To Remeber
88
cards
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CFP Prep - Nipa
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