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Learn Personal Financial Planning

Study Personal 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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  • CFP General Principles
    CFP General Principles

    CFP General Principles

    By: Omen Quelvog
    Behavioral Finance, Cash Flow Management, Calculator Basics ...
    8
    Decks
    233
    Flashcards
    2
    Learners
  • CII - R05 Financial Protection
    CII - R05 Financial Protection

    CII - R05 Financial Protection

    By: Ellie Atkinson
    Chapter 1- Market Factors And Trends In Financial Protection Planning, Chapter 3- State Benefits, Chapter 2- Financial Protection Needs ...
    11
    Decks
    258
    Flashcards
    154
    Learners
  • CPA - SPH
    CPA - SPH

    CPA - SPH

    By: Steven Housley
    Accounting Changes, Bonds Debt Restructure, Consolidations ...
    27
    Decks
    664
    Flashcards
    1
    Learner
  • Finance
    Finance

    Finance

    By: Deryn Davies
    Topic 1: Personal Financial Sustainability, Topic 2: How the State can Help, Topic 3: The Impact of External Factors ...
    8
    Decks
    190
    Flashcards
    1
    Learner
  • 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
  • BEC
    BEC

    BEC

    By: Kathy WU
    Capital Budgeting, Corporate Governance, Cost Accounting ...
    27
    Decks
    664
    Flashcards
    1
    Learner
  • BEC
    BEC

    BEC

    By: Devin Archer
    Capital Budgeting, Corporate Governance, Cost Accounting ...
    27
    Decks
    662
    Flashcards
    1
    Learner
  • CFP 1 - Fundamentals and Ethical Considerations
    CFP 1 - Fundamentals and Ethical Considerations

    CFP 1 - Fundamentals and Ethical Considerations

    By: Travis Portwood
    Unit 3 - Cash Flow Management and Financing Strategies, Unit 6 - Regulatory Requirements, Financial Institutions, Professional Conduct, and Fiduciary Responsibility, Unit 1 - The Personal Financial Planning Process and Interpersonal Communication ...
    10
    Decks
    235
    Flashcards
    6
    Learners
  • Accounting principles
    Accounting principles

    Accounting principles

    By: Stephanie Cheng
    Principles, Ratio analysis, personal financial planning ...
    5
    Decks
    71
    Flashcards
    1
    Learner
  • R05 - Financial Protection 22/23
    R05 - Financial Protection 22/23

    R05 - Financial Protection 22/23

    By: Jamie Croft
    Chapter 1 - Market Factors And Trends In Financial Protection Planning, Chapter 2 - Financial Protection Needs, Chapter 3 - State Benefits ...
    12
    Decks
    630
    Flashcards
    12
    Learners
  • Accounting
    Accounting

    Accounting

    By: Judy B
    Audit Reports, Audit Sampling, Engagement Planning ...
    25
    Decks
    584
    Flashcards
    4
    Learners
  • Accounting
    Accounting

    Accounting

    By: Shin Jeong
    Accounting Changes, Bonds Debt Restructure, Consolidations ...
    26
    Decks
    613
    Flashcards
    3
    Learners
  • CPA Exam
    CPA Exam

    CPA Exam

    By: Kimberly Dumas
    AUD Flashcards, Audit Reports, Audit Sampling ...
    27
    Decks
    883
    Flashcards
    2
    Learners
  • Cii - RO5 Financial Protection 2020/21
    Cii - RO5 Financial Protection 2020/21

    Cii - RO5 Financial Protection 2020/21

    By: Phillippa O'Shea
    Chapter 1- Market Factors And Trends In Financial Protection Planning, Chapter 2- Financial Protection Needs, Chapter 3- State Benefits ...
    11
    Decks
    284
    Flashcards
    24
    Learners
  • Business Unit 3
    Business Unit 3

    Business Unit 3

    By: grace hapgood
    Role of money, Functions of money, Planning expenditure ...
    21
    Decks
    302
    Flashcards
    3
    Learners
  • R05 - 2023
    R05 - 2023

    R05 - 2023

    By: Jay Ngo
    1- Market Factors and Trends in Financial Protection Planning, 2 - Financial Protection Needs, 3 - State Benefits ...
    11
    Decks
    406
    Flashcards
    5
    Learners
  • AFA
    AFA

    AFA

    By: Josh Freire-Mckinnell
    Taxation Topic 1 - Domicile and Residence, Taxation Topic 2 - Income Tax, Taxation Topic 3 - Capital Gains Tax ...
    38
    Decks
    837
    Flashcards
    6
    Learners
  • COMM 229
    COMM 229

    COMM 229

    By: J A
    Chapter 1, Chapter 2 - Time Value of Money, Chapter 3 - Planning with Personal Financial statements ...
    15
    Decks
    295
    Flashcards
    2
    Learners
  • 3. AVM III
    3. AVM III

    3. AVM III

    By: Mark Sunarich
    Microeconomics, Macroeconomics, Business and personal finance ...
    14
    Decks
    254
    Flashcards
    1
    Learner
  • CPA FAR
    CPA FAR

    CPA FAR

    By: Alvin Lau
    Financial Reporting, Accounting Changes, Bonds Debt Restructure ...
    26
    Decks
    613
    Flashcards
    1
    Learner
  • CPA prep
    CPA prep

    CPA prep

    By: kp lee
    Audit Reports, Audit Sampling, Engagement Planning ...
    26
    Decks
    613
    Flashcards
    1
    Learner
  • CPA
    CPA

    CPA

    By: Namrata Rana
    Audit Reports, Audit Sampling, Engagement Planning ...
    26
    Decks
    613
    Flashcards
    1
    Learner
  • CFP® | FP511
    CFP® | FP511

    CFP® | FP511

    By: A C
    LO 1.1.1: Categorize the personal financial process according to the steps outlined in the CFP Board's Practice Standards, LO 1.1.2: Determine whether a financial planner-client relationship constitutes financial planning as stated in the CFP Board Code of Ethics and Standards of Conduct, LO 1.1.3: Evaluate a scenario based on six principles of the CFP Board’s Code of Ethics to determine if there are violations. ...
    61
    Decks
    1,089
    Flashcards
    14
    Learners
  • Audit
    Audit

    Audit

    By: Diana Gil
    Audit, Audit Reports, Audit Sampling ...
    27
    Decks
    613
    Flashcards
    1
    Learner
  • FAR Flashcards
    FAR Flashcards

    FAR Flashcards

    By: Heather Selby
    Accounting Changes, Bonds Debt Restructure, Consolidations ...
    25
    Decks
    576
    Flashcards
    1
    Learner
  • CFP 501-Intro to financial planning
    CFP 501-Intro to financial planning

    CFP 501-Intro to financial planning

    By: Rebeca Boroica
    Module 1 (1) The financial planning process, Module 1 (2) CFP Board's Fitness, Standards, and Code of Ethics, Module 1 (3) Rules of Conduct & Disciplinary Procedures ...
    8
    Decks
    170
    Flashcards
    12
    Learners
  • General Financial Planning Principles, Professional Conduct, and Client Psychology
    General Financial Planning Principles, Professional Conduct, and Client Psychology

    General Financial Planning Principles, Professional Conduct, and Client Psychology

    By: Alexander Ling
    Module 1 Personal Financial Planning, Module 2 Psychology of Financial Planning, Module 3 Financial Statements, Cash Flow Management, Financing Strategies, and Financial Institutions ...
    9
    Decks
    844
    Flashcards
    1
    Learner
  • Tradecraft: Consular
    Tradecraft: Consular

    Tradecraft: Consular

    By: Indonesian EAP
    Tradecraft Consular: Consular Job Aid-Business Travel, Tradecraft Consular: Consular Job Aid-Application Process, Tradecraft Consular: Consular Job Aid-Categories ...
    30
    Decks
    1,110
    Flashcards
    1
    Learner
  • Financial Planning 3A
    Financial Planning 3A

    Financial Planning 3A

    By: REAMOHETSOE SEITATOLE TSOEUTE
    Regulatory Environment, Personal Financial Planning, Retirement Planning ...
    8
    Decks
    208
    Flashcards
    1
    Learner
  • BEC
    BEC

    BEC

    By: orlando Rivera
    Capital Budgeting, Corporate Governance, Cost Accounting ...
    10
    Decks
    341
    Flashcards
    1
    Learner

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