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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
    1,342
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    979
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User Generated flashcards
(19)
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  • 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
  • CFP Test Prep
    CFP Test Prep

    CFP Test Prep

    By: Tristan Saleh
    Code of Ethics, General Principles, Insurance ...
    5
    Decks
    113
    Flashcards
    1
    Learner
  • CFP Ethics and Standards of Conducts
    CFP Ethics and Standards of Conducts

    CFP Ethics and Standards of Conducts

    By: Kelsey Brink
    Ethics and Standards of Conduct
    1
    Decks
    31
    Flashcards
    2
    Learners
  • CFP Exam
    CFP Exam

    CFP Exam

    By: Sarah Moul
    CFP - Ethics, CFP Fundamentals, CFP Benchmarks ...
    23
    Decks
    749
    Flashcards
    2
    Learners
  • CFP Exam - BIF Exam Prep
    CFP Exam - BIF Exam Prep

    CFP Exam - BIF Exam Prep

    By: Casey Morford
    BU - CFP's Code of Ethics, BU - Formulas, BU - Standard of Conduct ...
    17
    Decks
    693
    Flashcards
    54
    Learners
  • CFP
    CFP

    CFP

    By: Caitlyn Miller
    CFP, Ethics
    2
    Decks
    138
    Flashcards
    1
    Learner
  • CFP
    CFP

    CFP

    By: Brie Ford
    CFP Code of Ethics and Standard of Conduct, Risk Management, HDHP's and HSA's ...
    10
    Decks
    390
    Flashcards
    11
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  • CFP 1 Principles
    CFP 1 Principles

    CFP 1 Principles

    By: Carsten Hood
    1 CFP Ethics & Standards, 1 The 15 Standards of Conduct "Duties Owed to Clients", 1 The 7 Practice Standards of the Financial Planning Process ...
    13
    Decks
    208
    Flashcards
    1
    Learner
  • CFP Course Prep 1
    CFP Course Prep 1

    CFP Course Prep 1

    By: Kathryn O'Connell
    Economic Concepts, The Financial Planning Process, CFP Ethics and Conduct ...
    15
    Decks
    794
    Flashcards
    2
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  • CFP Prep Exam
    CFP Prep Exam

    CFP Prep Exam

    By: William Graham
    HIGH 5 General Principles of Financial Planning, High 5 Investment Planning 17% (29 Questions), High 5 Tax Planning ...
    12
    Decks
    563
    Flashcards
    4
    Learners
  • A. Professional Conduct and Regulation
    A. Professional Conduct and Regulation

    A. Professional Conduct and Regulation

    By: Neil Knight
    CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct, CFP Board's Financial Planning Practice Standards, CFP Board's Disciplinary Rules and Procedures ...
    7
    Decks
    70
    Flashcards
    6
    Learners
  • OJ CFP Cards
    OJ CFP Cards

    OJ CFP Cards

    By: Olivia Jung
    Estate, Hot Questions, Fundamentals + Insurance (Review every day) ...
    20
    Decks
    268
    Flashcards
    10
    Learners
  • 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
    8
    Learners
  • 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
  • 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
    17
    Learners
  • General Principals / Conduct / Psych
    General Principals / Conduct / Psych

    General Principals / Conduct / Psych

    By: Michael Vitantonio
    Bankruptcy, Code of Ethics and Standards of Conduct, Financial Planning Process ...
    8
    Decks
    46
    Flashcards
    1
    Learner
  • Professional Conduct and Regulation
    Professional Conduct and Regulation

    Professional Conduct and Regulation

    By: Christopher Marrone
    CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct, CFP Board's Disciplinary Rules and Procedures
    2
    Decks
    29
    Flashcards
    1
    Learner
  • General Principles
    General Principles

    General Principles

    By: Benjamin Daniel
    Lesson 1 - Steps in the Financial Planning Process, Lesson 2 - CFP Board Code of Ethics and Professional Responsibility, Lesson 6 - Educational Planning
    3
    Decks
    26
    Flashcards
    1
    Learner
  • Intro to FP
    Intro to FP

    Intro to FP

    By: Susanna Pinto
    1 Basic Economic Concepts, 2 Time Value of Money, 3 Business Law ...
    15
    Decks
    16
    Flashcards
    1
    Learner

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