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  • CFP®
    CFP®

    CFP®

    All the top concepts in the official CFP® curriculum, Danko, BIFF, Kaplan, & other CFP prep courses.

    70
    Decks
    1,349
    Flashcards
    573
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User Generated flashcards
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  • Certified Financial Planner
    Certified Financial Planner

    Certified Financial Planner

    By: tony beth
    Law of Contracts, Agency, Professional Liability ...
    35
    Decks
    844
    Flashcards
    24
    Learners
  • Certified Financial Planner Core Curriculum
    Certified Financial Planner Core Curriculum

    Certified Financial Planner Core Curriculum

    By: Mackenzie Stuart
    Government Benefits Plans - CPP, Chapter 6: Legal Fundamentals, Chapter 7: Basics of Taxation ...
    16
    Decks
    1,415
    Flashcards
    8
    Learners
  • Certified Financial Planner
    Certified Financial Planner

    Certified Financial Planner

    By: Ryan Toma
    01 - Professional Conduct and Regulation, 02 - General Principles of Financial Planning, 03 - Education Planning ...
    5
    Decks
    336
    Flashcards
    5
    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
    2
    Learners
  • Certified Financial Planner CFP®Terms
    Certified Financial Planner CFP®Terms

    Certified Financial Planner CFP®Terms

    By: David Giles
    A.1 CFP Board’s Code of Ethics and Standards of Conduct, A.2 CFP Board’s Procedural Rules, A.3 Function, purpose, and general structure of financial institutions ...
    10
    Decks
    190
    Flashcards
    2
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  • Certified Financial Planner
    Certified Financial Planner

    Certified Financial Planner

    By: Justin Perry
    Retirement, Estate, Investments ...
    4
    Decks
    38
    Flashcards
    1
    Learner
  • Certified Financial Planner (Nov 2023)
    Certified Financial Planner (Nov 2023)

    Certified Financial Planner (Nov 2023)

    By: David Giles
    A.3 Function, purpose, and general structure of financial institutions, A. Professional Conduct and Regulation (8%), A.1 CFP Board’s Code of Ethics and Standards of Conduct ...
    6
    Decks
    82
    Flashcards
    6
    Learners
  • Certified Financial Planner prep
    Certified Financial Planner prep

    Certified Financial Planner prep

    By: Unknown Unknown
    Overview of Estate Planning, Estate Planning Documents
    2
    Decks
    119
    Flashcards
    1
    Learner

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