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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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    CTP 6th Edition

    CTP 6th Edition

    By: Anitra Davis
    CH 1. Role of Treasury Management, CH 2. Legal, Regulatory and Tax Environment, CH 3. Banks and Financial Institutions ...
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  • FINRA - Series 10
    FINRA - Series 10

    FINRA - Series 10

    By: evan greer
    Chapter 1 - Sales Supervision, Chapter 2 - Account Basics, Chapter 3 - Primary/Secondary Markets ...
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    CPA: BEC

    CPA: BEC

    By: S Festa
    I - Corporate Governance, II - Risk Management, III - Economics ...
    12
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    RICS APC JOC

    RICS APC JOC

    By: James O'Connor
    01 Professional Practice, 02 Insurance, 03 Complaints ...
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  • Year 12 Bs - Unit 1 Exam
    Year 12 Bs - Unit 1 Exam

    Year 12 Bs - Unit 1 Exam

    By: Mr Eacott
    1 - Types of Businesses, 2 - Functional Areas, 3 - Organisational Structures ...
    8
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    126
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  • CFP
    CFP

    CFP

    By: Megan Leonard
    Diagnostic Exam and Book 1, Book 2 Pages 1 - 101, Book 2 Pages 102 - End ...
    65
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    5,159
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    168
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  • Business Alevel
    Business Alevel

    Business Alevel

    By: Kaleb Roy
    1.1 - Meeting Customer Needs, 1.2 The Market, 1.3 Marketing risk and Strategy ...
    26
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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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    88
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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
    Flashcards
    1
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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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    4
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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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    20
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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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    43
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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
    Decks
    584
    Flashcards
    122
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  • Group Health Finance and Valuation
    Group Health Finance and Valuation

    Group Health Finance and Valuation

    By: John Deats
    Objection 1 - Reserving, Objective 2 - Appraisals, Misc Additional Cards ...
    7
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    277
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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

    By: Rollin Phillips
    Ch.2 - Communicating Effectively with Clients, Ch.1 - Financial Planning Process, Ch.3 - Ethics, Professionalism, and Practice Standards ...
    12
    Decks
    453
    Flashcards
    19
    Learners
  • CPA - BEC
    CPA - BEC

    CPA - BEC

    By: Jackson Cunningham
    Corporate Governance, Capital Budgeting, Cost Accounting ...
    16
    Decks
    400
    Flashcards
    5
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  • BEC
    BEC

    BEC

    By: Vina Guichard
    Capital Budgeting, Corporate Governance, Cost Accounting ...
    34
    Decks
    843
    Flashcards
    2
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  • CFP
    CFP

    CFP

    By: eric robillard
    Basics of Taxation, Structure and Taxation of Business Entities, Advanced Tax Concepts ...
    28
    Decks
    666
    Flashcards
    1
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  • 2023 M92 Business and Finance
    2023 M92 Business and Finance

    2023 M92 Business and Finance

    By: Neil Park
    Chapter 1 - Structure Of The Insurance Industry, Chapter 2 - Roles And Responsibilities, Chapter 3 - Planning And Control ...
    10
    Decks
    556
    Flashcards
    46
    Learners
  • Actuarial F203 - General Insurance
    Actuarial F203 - General Insurance

    Actuarial F203 - General Insurance

    By: Rayno Mostert
    Chapter 1: The SA general insurance market, Chapter 2: Taxation and supervision, Chapter 3: Solvency Assessment and Management (SAM) ...
    43
    Decks
    1,378
    Flashcards
    139
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  • AWM
    AWM

    AWM

    By: Jayde Rose
    1 - REGS (fin.), 2 - FINANCIAL PLANNING (fin), 3 - INVESTMENT PLANNING (fin.) ...
    7
    Decks
    527
    Flashcards
    1
    Learner
  • Contemporary Applications in Financial Planning
    Contemporary Applications in Financial Planning

    Contemporary Applications in Financial Planning

    By: Tommy Boye
    Ch1 - The Financial Planning Process COPY, Ch2 - Case Studies And Live Clients, Ch4 - Estate Planning & Federal Taxation ...
    14
    Decks
    363
    Flashcards
    10
    Learners
  • CAIB 4
    CAIB 4

    CAIB 4

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    Chapter 1 - Planning, Chapter 2 - Organizing, Chapter 3 - Human Resources ...
    10
    Decks
    187
    Flashcards
    285
    Learners
  • FAR CPA
    FAR CPA

    FAR CPA

    By: Andrea Cronmiller
    CHAPTER 1-10, Capital Budgeting, Corporate Governance ...
    18
    Decks
    920
    Flashcards
    1
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  • Finance Unit 3
    Finance Unit 3

    Finance Unit 3

    By: Charly Barnett
    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 AB
    RICS APC AB

    RICS APC AB

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    Level 3 - Conduct rules, ethics and professional practice, Level 2 - Client Care, Level 2 - Communication and Negotiation ...
    21
    Decks
    1,216
    Flashcards
    3
    Learners
  • CPA BEC
    CPA BEC

    CPA BEC

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    Corporate Governance, Capital Budgeting, Cost Accounting ...
    15
    Decks
    469
    Flashcards
    5
    Learners
  • RICS APC Mandatory
    RICS APC Mandatory

    RICS APC Mandatory

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    APC Business Planning Level 1, APC Accounting principles and procedures Level 1, APC Communication and Negotiation Level 2 ...
    17
    Decks
    190
    Flashcards
    363
    Learners
  • BSA 33P
    BSA 33P

    BSA 33P

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    Chapter 1 [Quality Audit: Why It Matters], Chapter 5 [Professional Auditing Standards and the Audit Opinion Formulation Process], Chapter 2 [The Auditor’s Responsibilities Regarding Fraud and Mechanisms to Address Fraud: Regulation and Corporate Governance] ...
    21
    Decks
    1,801
    Flashcards
    5
    Learners
  • Business
    Business

    Business

    By: Alex Mousley
    1.1 - Meeting Customer Needs, 1.2 The Market, 1.3 Marketing Mix and Strategy ...
    23
    Decks
    1,826
    Flashcards
    16
    Learners

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